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Carmichael Hill & Associates’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Carmichael Hill & Associates’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
Q3 		$30.3K Buy
+299
New +$30.1K 0.01% 442

Other funds holding VTES

WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Carmichael Hill & Associates's VTES Position: Q3 2024 in Review

Carmichael Hill & Associates opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2024: 299 shares worth $30.3K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

101 funds tracked by Wall St. Rank hold VTES as of Q3 2024.

  • Carmichael Hill & Associates held 299 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $30.3K as of Q3 2024.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Carmichael Hill & Associates position in Q3 2024.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #442 holding.
  • 101 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.