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Cambridge Trust’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cambridge Trust’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
Q1 		$91.4K Buy
908
+26
+3% +$2.63K ﹤0.01% 359
2023
Q4 		$89.4K Buy
+882
New +$88K ﹤0.01% 352

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
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.56B AUM 29.32% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $351M AUM 16.12% 1-Year Est. Return

Cambridge Trust's VTES Position: Q1 2024 in Review

Cambridge Trust increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 2.9% in Q1 2024, buying an estimated $2.63K and bringing the position to 908 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Cambridge Trust first reported a position in VTES in Q4 2023 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold VTES as of Q1 2024.

  • Cambridge Trust held 908 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $91.4K as of Q1 2024.
  • Cambridge Trust bought 26 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q1 2024, an estimated $2.63K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #359 holding.
  • Cambridge Trust first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.