Sterling Financial Planning Inc. Raises Stock Holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Posted by Lauren Steadman on Feb 20th, 2025

Sterling Financial Planning Inc. boosted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 23.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,649 shares of the company’s stock after purchasing an additional 4,864 shares during the period. Sterling Financial Planning Inc. owned about 0.59% of Vanguard Short-Term Tax-Exempt Bond ETF worth $2,571,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Carmichael Hill & Associates Inc. bought a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 3rd quarter worth $30,000. Eastern Bank purchased a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 3rd quarter valued at about $92,000. McIlrath & Eck LLC bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 3rd quarter worth approximately $128,000. JFS Wealth Advisors LLC bought a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the third quarter worth $203,000. Finally, Essex Savings Bank purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the third quarter worth $253,000.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $100.71 on Thursday. The business has a 50-day simple moving average of $100.46 and a 200 day simple moving average of $100.80. Vanguard Short-Term Tax-Exempt Bond ETF has a 52 week low of $99.29 and a 52 week high of $101.48.

Vanguard Short-Term Tax-Exempt Bond ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Wednesday, February 5th. Investors of record on Monday, February 3rd were paid a $0.2289 dividend. The ex-dividend date was Monday, February 3rd.

Vanguard Short-Term Tax-Exempt Bond ETF Company Profile

(Free Report)

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.