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Bowman & Company’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Bowman & 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
Q4 		– Sell
-9,715
Closed -$985K – 109
2024
Q3 		$985K Hold
9,715
– – 0.52% 60
2024
Q2 		$972K Hold
9,715
– – 0.56% 54
2024
Q1 		$978K Buy
+9,715
New +$981K 0.59% 54

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Bowman & Company's VTES Position: Q4 2024 in Review

Bowman & Company sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2024, closing a stake of 9,715 shares — an estimated $985K sold.

Bowman & Company first reported a position in VTES in Q1 2024 and held it in 3 quarters. The position peaked at $985K in Q3 2024. 136 funds tracked by Wall St. Rank hold VTES as of Q4 2024.

  • Bowman & Company reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Bowman & Company sold 9,715 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $985K.
  • Bowman & Company first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2024 and held it in 3 quarters.
  • Bowman & Company's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $985K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Bowman & Company's 13F filing for Q4 2024, filed 15 Jan 2025.