Raymond James Financial Services Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

Raymond James Financial Services Advisors’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	$5.52M	Buy	54,393 +49,827	+1,091%	+$5.02M	0.01%	1173
2024 Q2	$457K	Buy	4,566 +3	+0.1%	+$300	﹤0.01%	2606
2024 Q1	$460K	Buy	4,563 +1,391	+44%	+$140K	﹤0.01%	2587
2023 Q4	$322K	Buy	+3,172	New	+$316K	﹤0.01%	2688

Other funds holding VTES

WFAG

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial Services Advisors's VTES Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 1,091% in Q3 2024, buying an estimated $5.02M and bringing the position to 54,393 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #1173.

Raymond James Financial Services Advisors first reported a position in VTES in Q4 2023 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold VTES as of Q3 2024.

Raymond James Financial Services Advisors held 54,393 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.52M as of Q3 2024.
Raymond James Financial Services Advisors bought 49,827 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2024, an estimated $5.02M.
Vanguard Short-Term Tax-Exempt Bond ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1173 holding.
Raymond James Financial Services Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q4 2023 and has held it in 4 quarters since.
101 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.