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

Sinecera 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
Q3 		$1.02M Buy
10,056
+95
+1% +$9.58K 1.23% 15
2024
Q2 		$997K Buy
9,961
+2,177
+28% +$218K 1.36% 15
2024
Q1 		$784K Buy
7,784
+1,343
+21% +$136K 1.09% 17
2023
Q4 		$653K Buy
+6,441
New +$642K 0.78% 17

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
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 $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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KC
Kades & Cheifetz Berwyn, Pennsylvania $195M AUM 11.87% 1-Year Est. Return

Sinecera Capital's VTES Position: Q3 2024 in Review

Sinecera Capital increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 0.95% in Q3 2024, buying an estimated $9.58K and bringing the position to 10,056 shares worth $1.02M. The position accounts for 1.23% of the portfolio, ranked #15.

Sinecera Capital 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.

  • Sinecera Capital held 10,056 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $1.02M as of Q3 2024.
  • Sinecera Capital bought 95 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q3 2024, an estimated $9.58K.
  • Vanguard Short-Term Tax-Exempt Bond ETF made up 1.23% of Sinecera Capital's portfolio in Q3 2024, its #15 holding.
  • Sinecera Capital 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 Sinecera Capital's 13F filing for Q3 2024, filed 8 Oct 2024.