Raymond James & Associates’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Raymond James & Associates’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	$460K	Sell	4,538 -46,841	-91%	-$4.72M	﹤0.01%	3163
2024 Q2	$5.14M	Buy	51,379 +2,586	+5%	+$258K	﹤0.01%	1553
2024 Q1	$4.91M	Buy	48,793 +1,174	+2%	+$119K	﹤0.01%	1595
2023 Q4	$4.83M	Buy	+47,619	New	+$4.75M	﹤0.01%	1561

Other funds holding VTES

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

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 $45.5B AUM 21.01% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return