Wescott Financial Advisory Group LLC Acquires 32,412 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Wescott Financial Advisory Group LLC grew its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 5.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. 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 makes up 5.9% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 3rd largest position. Wescott Financial Advisory Group LLC owned 4.23% of Vanguard Short-Term Tax-Exempt Bond ETF worth $67,910,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Rossby Financial LCC acquired a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 3rd quarter valued at $33,000. American National Bank & Trust lifted its stake 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 last quarter. Rothschild Investment LLC lifted its stake 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 last quarter. Portland Financial Advisors Inc purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at $205,000. Finally, SeaCrest Wealth Management LLC purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at $219,000.

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

VTES stock opened at $101.15 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a 12-month low of $100.50 and a 12-month high of $102.71. The business’s fifty day moving average price is $101.13 and its 200 day moving average price is $101.59.

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.