BFEC
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Benjamin F. Edwards & Company’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Benjamin F. Edwards & Company’s Portfolio VTES Stock Details VTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$21K Buy
210
+2
+1% +$200 ﹤0.01% 1542
2024
Q1 		$21K Buy
+208
New +$21K ﹤0.01% 1522

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.56B AUM 29.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Benjamin F. Edwards & Company's VTES Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.96% in Q2 2024, buying an estimated $200 and bringing the position to 210 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Benjamin F. Edwards & Company first reported a position in VTES in Q1 2024 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold VTES as of Q2 2024.

  • Benjamin F. Edwards & Company held 210 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $21K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 2 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q2 2024, an estimated $200.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1542 holding.
  • Benjamin F. Edwards & Company first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.