Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Bought by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC lifted its position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 27.4% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 24,896 shares of the company’s stock after buying an additional 5,347 shares during the period. Integrated Wealth Concepts LLC owned approximately 0.12% of Vanguard Short-Term Tax-Exempt Bond ETF worth $2,522,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of VTES. Bank of America Corp DE increased its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 35.8% in the first quarter. Bank of America Corp DE now owns 378,943 shares of the company’s stock worth $38,326,000 after acquiring an additional 99,912 shares in the last quarter. Wescott Financial Advisory Group LLC lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 5.1% in the 4th quarter. Wescott Financial Advisory Group LLC now owns 668,567 shares of the company’s stock valued at $67,910,000 after acquiring an additional 32,412 shares in the last quarter. TIAA Trust National Association lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 12.5% in the 4th quarter. TIAA Trust National Association now owns 281,168 shares of the company’s stock valued at $28,560,000 after acquiring an additional 31,200 shares in the last quarter. Evanson Financial LLC purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 2nd quarter valued at approximately $2,743,000. Finally, Surience Private Wealth LLC boosted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 628.4% in the 1st quarter. Surience Private Wealth LLC now owns 24,415 shares of the company’s stock worth $2,469,000 after purchasing an additional 21,063 shares during the period.

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

NYSEARCA VTES opened at $99.81 on Tuesday. Vanguard Short-Term Tax-Exempt Bond ETF has a twelve month low of $99.64 and a twelve month high of $102.71. The firm’s 50 day moving average price is $100.68 and its two-hundred day moving average price is $101.08.

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.