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Edge Capital Group’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Edge Capital Group’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 		$372K Buy
+3,712
New +$374K 0.02% 243

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

Edge Capital Group's VTES Position: Q4 2024 in Review

Edge Capital Group opened a new position in Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2024: 3,712 shares worth $372K. The stake represents 0.02% of the portfolio and ranks #243 among its holdings.

136 funds tracked by Wall St. Rank hold VTES as of Q4 2024.

  • Edge Capital Group held 3,712 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $372K as of Q4 2024.
  • Vanguard Short-Term Tax-Exempt Bond ETF was a new Edge Capital Group position in Q4 2024.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #243 holding.
  • 136 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.