Concurrent Investment Advisors LLC Acquires 5,274 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Concurrent Investment Advisors LLC lifted its stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 193.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,000 shares of the company’s stock after buying an additional 5,274 shares during the period. Concurrent Investment Advisors LLC owned approximately 0.06% of Vanguard Short-Term Tax-Exempt Bond ETF worth $815,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. Physician Wealth Advisors Inc. lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 82.7% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 360 shares of the company’s stock valued at $36,000 after acquiring an additional 163 shares during the period. Eastern Bank acquired a new position in Vanguard Short-Term Tax-Exempt Bond ETF in the second quarter valued at about $50,000. Global Retirement Partners LLC raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 691.1% in the third quarter. Global Retirement Partners LLC now owns 799 shares of the company’s stock valued at $81,000 after purchasing an additional 698 shares in the last quarter. Hanson & Doremus Investment Management bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the second quarter worth about $83,000. Finally, Harbour Investments Inc. grew its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 40.7% during the second quarter. Harbour Investments Inc. now owns 1,688 shares of the company’s stock worth $170,000 after buying an additional 488 shares in the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Price Performance

VTES stock opened at $102.10 on Friday. The company’s 50-day moving average price is $101.60 and its two-hundred day moving average price is $101.58. Vanguard Short-Term Tax-Exempt Bond ETF has a 12 month low of $98.50 and a 12 month high of $102.39.

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.