Vanguard Short-Term Tax-Exempt Bond ETF $VTES Stake Lifted by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC grew its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 5.1% during the fourth quarter, HoldingsChannel reports. The fund owned 668,567 shares of the company’s stock after purchasing an additional 32,412 shares during the period. Vanguard Short-Term Tax-Exempt Bond ETF accounts for about 5.9% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 3rd biggest holding. Wescott Financial Advisory Group LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $67,910,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Rossby Financial LCC purchased a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 3rd quarter valued at about $33,000. American National Bank & Trust boosted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 117.0% in the 4th quarter. American National Bank & Trust now owns 651 shares of the company’s stock valued at $66,000 after purchasing an additional 351 shares during the period. Rothschild Investment LLC boosted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 32.5% in the 4th quarter. Rothschild Investment LLC now owns 1,656 shares of the company’s stock valued at $168,000 after purchasing an additional 406 shares during the period. Portland Financial Advisors Inc acquired a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at about $205,000. Finally, SeaCrest Wealth Management LLC acquired a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at about $219,000.

Vanguard Short-Term Tax-Exempt Bond ETF Price Performance

Shares of NYSEARCA VTES opened at $101.15 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a 52-week low of $100.50 and a 52-week high of $102.71. The business has a 50-day moving average price of $101.13 and a 200 day moving average price of $101.59.

About Vanguard Short-Term Tax-Exempt Bond ETF

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.