Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Sold by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lowered its position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 59.7% in the first quarter, Holdings Channel reports. The fund owned 6,337 shares of the company’s stock after selling 9,391 shares during the period. EverSource Wealth Advisors LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $641,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in VTES. Royal Bank of Canada grew its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 72.5% during the 1st quarter. Royal Bank of Canada now owns 36,374 shares of the company’s stock worth $3,679,000 after acquiring an additional 15,292 shares in the last quarter. Quantinno Capital Management LP raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 52.0% in the 1st quarter. Quantinno Capital Management LP now owns 11,416 shares of the company’s stock valued at $1,155,000 after purchasing an additional 3,907 shares in the last quarter. Waverly Advisors LLC lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 37.7% during the 1st quarter. Waverly Advisors LLC now owns 13,143 shares of the company’s stock worth $1,329,000 after purchasing an additional 3,600 shares during the last quarter. Compound Planning Inc. purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 1st quarter worth $298,000. Finally, Signature Equity Partners LLC grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 165.3% during the first quarter. Signature Equity Partners LLC now owns 2,364 shares of the company’s stock worth $239,000 after purchasing an additional 1,473 shares in the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Trading Down 0.0%

Shares of VTES stock opened at $100.60 on Friday. The firm has a fifty day moving average price of $101.03 and a 200 day moving average price of $101.45. Vanguard Short-Term Tax-Exempt Bond ETF has a 12 month low of $100.33 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.