Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) Holdings Lifted by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 6.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 617,037 shares of the company’s stock after purchasing an additional 35,133 shares during the period. Vanguard Short-Term Tax-Exempt Bond ETF accounts for 6.7% of Wescott Financial Advisory Group LLC’s holdings, making the stock its 3rd biggest holding. Wescott Financial Advisory Group LLC owned 0.14% of Vanguard Short-Term Tax-Exempt Bond ETF worth $62,580,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 25.2% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 99,401 shares of the company’s stock worth $10,081,000 after acquiring an additional 19,991 shares in the last quarter. Capital Investment Services of America Inc. raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 3.9% during the 3rd quarter. Capital Investment Services of America Inc. now owns 96,170 shares of the company’s stock worth $9,754,000 after acquiring an additional 3,600 shares in the last quarter. San Luis Wealth Advisors LLC raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 36.3% during the 3rd quarter. San Luis Wealth Advisors LLC now owns 94,370 shares of the company’s stock worth $9,571,000 after acquiring an additional 25,116 shares in the last quarter. Raymond James & Associates raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 5.3% during the 2nd quarter. Raymond James & Associates now owns 51,379 shares of the company’s stock worth $5,141,000 after acquiring an additional 2,586 shares in the last quarter. Finally, Kades & Cheifetz LLC raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 5.4% during the 3rd quarter. Kades & Cheifetz LLC now owns 45,564 shares of the company’s stock worth $4,621,000 after acquiring an additional 2,346 shares in the last quarter.

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

Shares of VTES opened at $100.80 on Friday. The business’s 50 day simple moving average is $100.93 and its 200-day simple moving average is $100.57. Vanguard Short-Term Tax-Exempt Bond ETF has a 1 year low of $99.29 and a 1 year high of $101.62.

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.