Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Purchased by Osaic Holdings Inc.

Osaic Holdings Inc. increased its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 39.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 30,371 shares of the company’s stock after purchasing an additional 8,626 shares during the period. Osaic Holdings Inc. owned approximately 0.27% of Vanguard Short-Term Tax-Exempt Bond ETF worth $3,065,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VTES. HighTower Advisors LLC lifted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 18.8% during the first quarter. HighTower Advisors LLC now owns 2,437 shares of the company’s stock worth $245,000 after purchasing an additional 386 shares in the last quarter. Raymond James Financial Inc. raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 26.6% in the 1st quarter. Raymond James Financial Inc. now owns 72,223 shares of the company’s stock valued at $7,259,000 after buying an additional 15,175 shares during the period. Core Wealth Advisors Inc. raised its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 33.4% in the 1st quarter. Core Wealth Advisors Inc. now owns 3,969 shares of the company’s stock valued at $399,000 after buying an additional 994 shares during the period. NewEdge Advisors LLC lifted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 124.5% during the 1st quarter. NewEdge Advisors LLC now owns 5,935 shares of the company’s stock worth $597,000 after acquiring an additional 3,291 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 451.6% during the 1st quarter. Jones Financial Companies Lllp now owns 28,506 shares of the company’s stock valued at $2,865,000 after acquiring an additional 23,338 shares during the period.

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

NYSEARCA VTES opened at $101.45 on Friday. The stock has a 50-day moving average of $101.53 and a two-hundred day moving average of $101.46. Vanguard Short-Term Tax-Exempt Bond ETF has a 1-year low of $98.50 and a 1-year high of $102.39.

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.