Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Sold by Beaird Harris Wealth Management LLC

Beaird Harris Wealth Management LLC cut its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 6.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 101,454 shares of the company’s stock after selling 6,688 shares during the period. Vanguard Short-Term Tax-Exempt Bond ETF accounts for approximately 0.7% of Beaird Harris Wealth Management LLC’s holdings, making the stock its 25th biggest holding. Beaird Harris Wealth Management LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $10,305,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Nepc LLC purchased a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter worth $30,000. Rossby Financial LCC acquired a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 3rd quarter valued at about $33,000. Birchwood Financial Partners Inc. acquired a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at about $36,000. Gould Capital LLC acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth approximately $51,000. Finally, American National Bank & Trust raised its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 117.0% in the fourth quarter. American National Bank & Trust now owns 651 shares of the company’s stock valued at $66,000 after buying an additional 351 shares during the period.

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

Shares of VTES stock opened at $101.21 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a fifty-two week low of $100.61 and a fifty-two week high of $102.71. The firm’s 50 day moving average price is $101.13 and its two-hundred day moving average price is $101.58.

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.