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Cutler Investment Counsel’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Cutler Investment Counsel’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 		– Sell
-2,377
Closed -$238K – 132
2024
Q2 		$238K Buy
+2,377
New +$238K 0.03% 118

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

Cutler Investment Counsel's VTES Position: Q3 2024 in Review

Cutler Investment Counsel sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q3 2024, closing a stake of 2,377 shares — an estimated $238K sold.

Cutler Investment Counsel first reported a position in VTES in Q2 2024 and held it in 1 quarter. The position peaked at $238K in Q2 2024. 101 funds tracked by Wall St. Rank hold VTES as of Q3 2024.

  • Cutler Investment Counsel reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Cutler Investment Counsel sold 2,377 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2024, an estimated $238K.
  • Cutler Investment Counsel first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and held it in 1 quarter.
  • Cutler Investment Counsel's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $238K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2024.

Based on Cutler Investment Counsel's 13F filing for Q3 2024, filed 6 Nov 2024.