Dakota Wealth Management Has $3.56 Million Stock Holdings in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Dakota Wealth Management increased its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 19.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,950 shares of the company’s stock after buying an additional 5,750 shares during the quarter. Dakota Wealth Management owned 0.26% of Vanguard Short-Term Tax-Exempt Bond ETF worth $3,562,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. EverSource Wealth Advisors LLC boosted its position in Vanguard Short-Term Tax-Exempt Bond ETF by 45.5% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 13,035 shares of the company’s stock worth $1,329,000 after acquiring an additional 4,078 shares during the period. Clearstead Advisors LLC lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 39.5% in the third quarter. Clearstead Advisors LLC now owns 17,301 shares of the company’s stock worth $1,763,000 after purchasing an additional 4,897 shares in the last quarter. Washington Trust Advisors Inc. purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the third quarter worth approximately $224,000. OneDigital Investment Advisors LLC boosted its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 2.1% during the third quarter. OneDigital Investment Advisors LLC now owns 13,577 shares of the company’s stock worth $1,384,000 after purchasing an additional 278 shares during the period. Finally, Rossby Financial LCC purchased a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the third quarter valued at approximately $33,000.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $102.53 on Wednesday. Vanguard Short-Term Tax-Exempt Bond ETF has a twelve month low of $98.50 and a twelve month high of $102.59. The firm’s 50 day moving average price is $102.03 and its two-hundred day moving average price is $101.80.

Vanguard Short-Term Tax-Exempt Bond ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Wednesday, February 4th. Stockholders of record on Monday, February 2nd were paid a $0.2247 dividend. The ex-dividend date of this dividend was Monday, February 2nd. This represents a c) dividend on an annualized basis and a dividend yield of 2.6%.

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.