Evanson Financial LLC Takes $2.74 Million Position in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Evanson Financial LLC acquired a new position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 27,075 shares of the company’s stock, valued at approximately $2,743,000.

Several other institutional investors have also recently made changes to their positions in the business. Nepc LLC bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at approximately $30,000. AdvisorNet Financial Inc bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF in the 1st quarter worth approximately $30,000. Birchwood Financial Partners Inc. purchased a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at approximately $36,000. Gould Capital LLC purchased a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at approximately $51,000. Finally, Graney & King LLC raised its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 295.5% during the fourth quarter. Graney & King LLC now owns 1,570 shares of the company’s stock valued at $159,000 after buying an additional 1,173 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Price Performance

VTES stock opened at $100.69 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a one year low of $100.33 and a one year high of $102.71. The company’s fifty day moving average price is $101.00 and its 200-day moving average price is $101.41.

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.