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Dakota Wealth Management’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Dakota Wealth Management’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
2026
Q1 		$4.28M Sell
42,279
-1,800
-4% -$184K 0.09% 188
2025
Q4 		$4.48M Buy
44,079
+9,129
+26% +$927K 0.08% 188
2025
Q3 		$3.56M Buy
34,950
+5,750
+20% +$584K 0.07% 187
2025
Q2 		$2.95M Buy
29,200
+13,000
+80% +$1.3M 0.06% 216
2025
Q1 		$1.63M Buy
16,200
+9,100
+128% +$915K 0.04% 291
2024
Q4 		$712K Buy
+7,100
New +$715K 0.02% 431

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WFAG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return