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Kades & Cheifetz’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Kades & Cheifetz’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 		$3.1M Sell
30,924
-14,640
-32% -$1.47M 1.59% 20
2024
Q3 		$4.62M Buy
45,564
+2,346
+5% +$237K 2.65% 11
2024
Q2 		$4.32M Buy
43,218
+5,794
+15% +$579K 2.72% 11
2024
Q1 		$3.77M Buy
37,424
+17,906
+92% +$1.81M 2.41% 12
2023
Q4 		$1.98M Buy
+19,518
New +$1.95M 1.4% 20

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 $958M AUM 8.45% 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

Kades & Cheifetz's VTES Position: Q4 2024 in Review

Kades & Cheifetz reduced its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 32% in Q4 2024, selling an estimated $1.47M and leaving 30,924 shares worth $3.1M. The position accounts for 1.59% of the portfolio, ranked #20.

Kades & Cheifetz first reported a position in VTES in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.62M in Q3 2024. 136 funds tracked by Wall St. Rank hold VTES as of Q4 2024.

  • Kades & Cheifetz held 30,924 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $3.1M as of Q4 2024.
  • Kades & Cheifetz sold 14,640 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $1.47M.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 1.59% of Kades & Cheifetz's portfolio in Q4 2024, its #20 holding.
  • Kades & Cheifetz first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Kades & Cheifetz's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $4.62M in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.