Avior Wealth Management LLC Acquires 6,995 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Avior Wealth Management LLC boosted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 70.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,935 shares of the company’s stock after purchasing an additional 6,995 shares during the period. Avior Wealth Management LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $1,720,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Rossby Financial LCC bought a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 3rd quarter valued at about $33,000. Global Retirement Partners LLC grew its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 691.1% in the 3rd quarter. Global Retirement Partners LLC now owns 799 shares of the company’s stock worth $81,000 after buying an additional 698 shares during the last quarter. Rothschild Investment LLC increased its position in Vanguard Short-Term Tax-Exempt Bond ETF by 150.0% during the 3rd quarter. Rothschild Investment LLC now owns 1,250 shares of the company’s stock valued at $127,000 after purchasing an additional 750 shares during the period. Hanson & Doremus Investment Management raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 78.1% in the third quarter. Hanson & Doremus Investment Management now owns 1,462 shares of the company’s stock worth $149,000 after buying an additional 641 shares in the last quarter. Finally, MB Generational Wealth LLC bought a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the third quarter valued at approximately $224,000.

Vanguard Short-Term Tax-Exempt Bond ETF Trading Down 0.4%

Shares of Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $101.24 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a 1 year low of $98.50 and a 1 year high of $102.71. The company has a 50-day moving average of $102.15 and a 200 day moving average of $101.84.

Vanguard Short-Term Tax-Exempt Bond ETF Increases Dividend

The company also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were given a dividend of $0.2362 per share. This represents a c) dividend on an annualized basis and a yield of 2.8%. This is a boost from Vanguard Short-Term Tax-Exempt Bond ETF’s previous monthly dividend of $0.22. The ex-dividend date was Monday, March 2nd.

About Vanguard Short-Term Tax-Exempt Bond ETF

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.