HB Wealth Management LLC Increases Stock Position in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

HB Wealth Management LLC increased its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 363.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 19,481 shares of the company’s stock after purchasing an additional 15,281 shares during the quarter. HB Wealth Management LLC owned approximately 0.14% of Vanguard Short-Term Tax-Exempt Bond ETF worth $1,986,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Bridgewealth Advisory Group LLC lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 1.0% during the 3rd quarter. Bridgewealth Advisory Group LLC now owns 9,782 shares of the company’s stock worth $997,000 after buying an additional 100 shares in the last quarter. McIlrath & Eck LLC grew its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 3.5% in the 3rd quarter. McIlrath & Eck LLC now owns 3,024 shares of the company’s stock valued at $308,000 after purchasing an additional 102 shares during the period. Tribridge Partners Financial LLC grew its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 147.2% in the 3rd quarter. Tribridge Partners Financial LLC now owns 7,845 shares of the company’s stock valued at $797,000 after purchasing an additional 4,672 shares during the period. Daymark Wealth Partners LLC raised its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 0.9% during the 3rd quarter. Daymark Wealth Partners LLC now owns 13,467 shares of the company’s stock worth $1,373,000 after purchasing an additional 117 shares during the period. Finally, Global Retirement Partners LLC raised its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 691.1% during the 3rd quarter. Global Retirement Partners LLC now owns 799 shares of the company’s stock worth $81,000 after purchasing an additional 698 shares during the period.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

VTES opened at $102.00 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a fifty-two week low of $98.50 and a fifty-two week high of $102.39. The firm has a 50-day moving average of $101.54 and a 200 day moving average of $101.54.

Vanguard Short-Term Tax-Exempt Bond ETF 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.