Beaird Harris Wealth Management LLC Trims Stake in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Beaird Harris Wealth Management LLC lessened its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 6.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 101,454 shares of the company’s stock after selling 6,688 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF comprises about 0.7% of Beaird Harris Wealth Management LLC’s investment portfolio, making the stock its 25th biggest position. Beaird Harris Wealth Management LLC owned about 0.64% of Vanguard Short-Term Tax-Exempt Bond ETF worth $10,305,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Mercer Global Advisors Inc. ADV lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 8.9% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,374,774 shares of the company’s stock valued at $140,124,000 after acquiring an additional 111,927 shares in the last quarter. Wescott Financial Advisory Group LLC boosted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 5.1% during the fourth quarter. Wescott Financial Advisory Group LLC now owns 668,567 shares of the company’s stock valued at $67,910,000 after acquiring an additional 32,412 shares during the last quarter. Corient Private Wealth LLC increased its position in Vanguard Short-Term Tax-Exempt Bond ETF by 78.8% during the 2nd quarter. Corient Private Wealth LLC now owns 324,142 shares of the company’s stock worth $32,716,000 after purchasing an additional 142,881 shares in the last quarter. TIAA Trust National Association increased its position in Vanguard Short-Term Tax-Exempt Bond ETF by 12.5% during the 4th quarter. TIAA Trust National Association now owns 281,168 shares of the company’s stock worth $28,560,000 after purchasing an additional 31,200 shares in the last quarter. Finally, Bank of America Corp DE raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 17.8% in the 3rd quarter. Bank of America Corp DE now owns 259,963 shares of the company’s stock valued at $26,497,000 after purchasing an additional 39,355 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Price Performance

Shares of VTES stock opened at $101.21 on Friday. The firm has a 50-day moving average price of $101.13 and a 200 day moving average price of $101.58. Vanguard Short-Term Tax-Exempt Bond ETF has a twelve month low of $100.61 and a twelve month high of $102.71.

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.