Valen Private Capital LLC Purchases New Holdings in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Valen Private Capital LLC purchased a new stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,413 shares of the company’s stock, valued at approximately $829,000.

Several other institutional investors have also made changes to their positions in the business. McNaughton Wealth Management LLC grew its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 171.8% during the second quarter. McNaughton Wealth Management LLC now owns 13,472 shares of the company’s stock worth $1,365,000 after buying an additional 8,516 shares during the last quarter. Integrated Wealth Concepts LLC lifted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 27.4% in the second quarter. Integrated Wealth Concepts LLC now owns 24,896 shares of the company’s stock valued at $2,522,000 after buying an additional 5,347 shares during the period. Avidian Wealth Enterprises LLC acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF in the third quarter worth $742,000. Stone Loft Wealth Management LLC bought a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 1st quarter valued at about $860,000. Finally, Sunesis Advisors LLC lifted its position in Vanguard Short-Term Tax-Exempt Bond ETF by 73.4% in the 2nd quarter. Sunesis Advisors LLC now owns 18,511 shares of the company’s stock valued at $1,875,000 after acquiring an additional 7,837 shares in the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Up 0.1%

Shares of VTES opened at $100.23 on Friday. The company has a 50 day moving average of $99.71 and a 200-day moving average of $100.58. Vanguard Short-Term Tax-Exempt Bond ETF has a twelve month low of $98.02 and a twelve month high of $102.71.

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.