Corient Private Wealth LLC Sells 6,925 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Corient Private Wealth LLC reduced its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 4.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 156,555 shares of the company’s stock after selling 6,925 shares during the quarter. Corient Private Wealth LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $15,902,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of VTES. Avior Wealth Management LLC increased its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 70.4% in the 4th quarter. Avior Wealth Management LLC now owns 16,935 shares of the company’s stock valued at $1,720,000 after buying an additional 6,995 shares during the last quarter. S.A. Mason LLC purchased a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at $2,703,000. Jacobson & Schmitt Advisors LLC lifted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 196.3% during the third quarter. Jacobson & Schmitt Advisors LLC now owns 20,168 shares of the company’s stock valued at $2,056,000 after purchasing an additional 13,361 shares during the last quarter. Arbor Investment Advisors LLC bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter worth approximately $675,000. Finally, Farther Finance Advisors LLC lifted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 57.5% during the 4th quarter. Farther Finance Advisors LLC now owns 16,296 shares of the company’s stock worth $1,655,000 after purchasing an additional 5,952 shares in the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Up 0.0%

Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $101.21 on Wednesday. Vanguard Short-Term Tax-Exempt Bond ETF has a 1-year low of $100.61 and a 1-year high of $102.71. The firm’s 50 day simple moving average is $101.13 and its 200 day simple moving average is $101.57.

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.