Evanson Financial LLC Makes New $2.74 Million Investment 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) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 27,075 shares of the company’s stock, valued at approximately $2,743,000. Evanson Financial LLC owned 0.14% of Vanguard Short-Term Tax-Exempt Bond ETF as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Eclectic Associates Inc. ADV increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 19.7% in the 2nd quarter. Eclectic Associates Inc. ADV now owns 61,227 shares of the company’s stock worth $6,203,000 after acquiring an additional 10,080 shares in the last quarter. Thrive Wealth Management LLC raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 11.2% during the 2nd quarter. Thrive Wealth Management LLC now owns 7,493 shares of the company’s stock worth $759,000 after acquiring an additional 752 shares during the period. McNaughton Wealth Management LLC lifted its holdings 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 valued at $1,365,000 after purchasing an additional 8,516 shares in the last quarter. Avior Wealth Management LLC lifted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 27.5% during the second quarter. Avior Wealth Management LLC now owns 25,970 shares of the company’s stock valued at $2,631,000 after purchasing an additional 5,600 shares in the last quarter. Finally, CoreCap Advisors LLC lifted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 23.1% during the second quarter. CoreCap Advisors LLC now owns 5,908 shares of the company’s stock valued at $599,000 after purchasing an additional 1,107 shares in the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

VTES opened at $100.69 on Friday. The company has a 50 day simple moving average of $101.00 and a two-hundred day simple moving average of $101.41. Vanguard Short-Term Tax-Exempt Bond ETF has a 1-year low of $100.33 and a 1-year 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.