Sageworth Trust Co Acquires 256,500 Shares of Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Sageworth Trust Co purchased a new stake in Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 256,500 shares of the company’s stock, valued at approximately $19,078,000. Vanguard Short Duration Tax-Exempt Bond ETF accounts for about 0.7% of Sageworth Trust Co’s holdings, making the stock its 17th biggest holding. Sageworth Trust Co owned 14.25% of Vanguard Short Duration Tax-Exempt Bond ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Keystone Financial Group Inc. lifted its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 4.7% during the third quarter. Keystone Financial Group Inc. now owns 148,889 shares of the company’s stock valued at $11,074,000 after purchasing an additional 6,693 shares in the last quarter. IRON Financial LLC purchased a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF in the 3rd quarter worth approximately $4,949,000. MBM Wealth Consultants LLC boosted its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% in the 3rd quarter. MBM Wealth Consultants LLC now owns 44,744 shares of the company’s stock worth $3,328,000 after buying an additional 17,150 shares during the last quarter. Stonebridge Financial Group LLC grew its holdings in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 25.9% in the third quarter. Stonebridge Financial Group LLC now owns 29,853 shares of the company’s stock valued at $2,220,000 after acquiring an additional 6,137 shares in the last quarter. Finally, Aprio Wealth Management LLC increased its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 4.7% during the third quarter. Aprio Wealth Management LLC now owns 29,285 shares of the company’s stock valued at $2,178,000 after acquiring an additional 1,315 shares during the last quarter.

Vanguard Short Duration Tax-Exempt Bond ETF Trading Up 0.2%

Vanguard Short Duration Tax-Exempt Bond ETF stock opened at $75.87 on Thursday. The business’s 50 day simple moving average is $75.20 and its 200 day simple moving average is $76.20. Vanguard Short Duration Tax-Exempt Bond ETF has a 12 month low of $73.94 and a 12 month high of $77.64.

Vanguard Short Duration Tax-Exempt Bond ETF Profile

(Free Report)

The Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is an exchange-traded fund that mostly invests in broad credit fixed income. VSDM.L is an actively managed portfolio of USD-denominated tax-exempt municipal bonds with an average duration of 1.5 to 5 years. The fund may hold up to 20% in below investment-grade bonds. VSDM was launched on Nov 19, 2024 and is issued by Vanguard.

Featured Articles

Institutional Ownership by Quarter for Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM)

Receive News & Ratings for Vanguard Short Duration Tax-Exempt Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Short Duration Tax-Exempt Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.