Old Mission Capital’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Old Mission Capital’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	–	Sell	-7,093	Closed	-$719K	–	1207
2024 Q3	$719K	Sell	7,093 -181	-2%	-$18.3K	0.01%	611
2024 Q2	$728K	Buy	+7,274	New	+$727K	0.01%	584
2023 Q4	–	Sell	-6,180	Closed	-$610K	–	1670
2023 Q3	$610K	Buy	+6,180	New	+$618K	0.01%	632
2023 Q2	–	Sell	-3,804	Closed	-$386K	–	1556
2023 Q1	$386K	Buy	+3,804	New	+$385K	0.01%	877

Other funds holding VTES

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

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 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

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 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

Old Mission Capital's VTES Position: Q4 2024 in Review

Old Mission Capital sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2024, closing a stake of 7,093 shares — an estimated $719K sold.

Old Mission Capital first reported a position in VTES in Q1 2023 and held it in 4 quarters. The position peaked at $728K in Q2 2024. 136 funds tracked by Wall St. Rank hold VTES as of Q4 2024.

Old Mission Capital reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
Old Mission Capital sold 7,093 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $719K.
Old Mission Capital first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q1 2023 and held it in 4 quarters.
Old Mission Capital's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $728K in Q2 2024.
136 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on Old Mission Capital's 13F filing for Q4 2024, filed 12 Feb 2025.