Surience Private Wealth LLC lifted its position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 628.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 24,415 shares of the company’s stock after acquiring an additional 21,063 shares during the period. Vanguard Short-Term Tax-Exempt Bond ETF comprises approximately 2.7% of Surience Private Wealth LLC’s holdings, making the stock its 12th largest position. Surience Private Wealth LLC owned approximately 0.13% of Vanguard Short-Term Tax-Exempt Bond ETF worth $2,469,000 at the end of the most recent reporting period.
A number of other large investors have also made changes to their positions in VTES. AdvisorNet Financial Inc purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 1st quarter valued at approximately $30,000. Nepc LLC purchased a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth approximately $30,000. Birchwood Financial Partners Inc. acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at $36,000. Gould Capital LLC acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at $51,000. Finally, American National Bank & Trust lifted its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 117.0% in the fourth quarter. American National Bank & Trust now owns 651 shares of the company’s stock valued at $66,000 after purchasing an additional 351 shares in the last quarter.
Vanguard Short-Term Tax-Exempt Bond ETF Stock Up 0.0%
Shares of Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $101.22 on Thursday. The business has a fifty day simple moving average of $101.12 and a 200-day simple moving average of $101.57. Vanguard Short-Term Tax-Exempt Bond ETF has a 12 month low of $100.61 and a 12 month high of $102.71.
Vanguard Short-Term Tax-Exempt Bond ETF Company Profile
The Vanguard Short-Term Tax Exempt Bond ETF (VTES) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of tax-exempt investment grade debt issued by US state and local governments or agencies. The fund includes muni bonds with an effective maturity below seven years. VTES was launched on Feb 22, 2023 and is managed by Vanguard.
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