Dakota Wealth Management
Position in VTES — VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in VTES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VTES | $4,276,098 | 42,279 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 VTES | $4,477,324 | 44,079 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 VTES | $3,562,278 | 34,950 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 VTES | $2,947,156 | 29,200 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 VTES | $1,628,262 | 16,200 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 VTES | $711,775 | 7,100 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||