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SignatureFD’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

SignatureFD’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
-100
Closed -$10.1K – 3415
2024
Q3 		$10.1K Hold
100
– – ﹤0.01% 2325
2024
Q2 		$10K Buy
+100
New +$10K ﹤0.01% 2266

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

SignatureFD's VTES Position: Q4 2024 in Review

SignatureFD sold out of Vanguard Short-Term Tax-Exempt Bond ETF (VTES) in Q4 2024, closing a stake of 100 shares — an estimated $10.1K sold.

SignatureFD first reported a position in VTES in Q2 2024 and held it in 2 quarters. The position peaked at $10.1K in Q3 2024. 136 funds tracked by Wall St. Rank hold VTES as of Q4 2024.

  • SignatureFD reported no remaining Vanguard Short-Term Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SignatureFD sold 100 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2024, an estimated $10.1K.
  • SignatureFD first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2024 and held it in 2 quarters.
  • SignatureFD's Vanguard Short-Term Tax-Exempt Bond ETF position peaked at $10.1K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2024.

Based on SignatureFD's 13F filing for Q4 2024, filed 10 Feb 2025.