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

BlueChip Wealth Advisors LLC grew its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 31.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,091 shares of the company’s stock after purchasing an additional 9,665 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF makes up approximately 1.8% of BlueChip Wealth Advisors LLC’s portfolio, making the stock its 19th largest holding. BlueChip Wealth Advisors LLC owned 0.22% of Vanguard Short-Term Tax-Exempt Bond ETF worth $4,055,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Kestra Private Wealth Services LLC grew its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 4.2% during the 4th quarter. Kestra Private Wealth Services LLC now owns 3,092 shares of the company’s stock valued at $314,000 after buying an additional 125 shares during the last quarter. Frankly Finances LLC lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 0.6% in the first quarter. Frankly Finances LLC now owns 21,401 shares of the company’s stock valued at $2,164,000 after acquiring an additional 133 shares in the last quarter. PDS Planning Inc increased its position in Vanguard Short-Term Tax-Exempt Bond ETF by 6.5% during the 4th quarter. PDS Planning Inc now owns 2,374 shares of the company’s stock worth $241,000 after purchasing an additional 145 shares in the last quarter. Main Street Financial Solutions LLC raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 3.3% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,598 shares of the company’s stock valued at $464,000 after purchasing an additional 146 shares during the last quarter. Finally, SigFig Wealth Management LLC raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 4.6% in the 4th quarter. SigFig Wealth Management LLC now owns 3,357 shares of the company’s stock valued at $341,000 after purchasing an additional 148 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

NYSEARCA:VTES opened at $101.08 on Wednesday. Vanguard Short-Term Tax-Exempt Bond ETF has a 12-month low of $100.61 and a 12-month high of $102.71. The company’s 50-day moving average is $101.08 and its two-hundred day moving average is $101.54.

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.