Gleason Group Inc. lessened its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 6.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 283,444 shares of the company’s stock after selling 20,925 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF accounts for approximately 2.8% of Gleason Group Inc.’s investment portfolio, making the stock its 9th biggest holding. Gleason Group Inc. owned 1.79% of Vanguard Short-Term Tax-Exempt Bond ETF worth $28,791,000 at the end of the most recent quarter.
Other large investors have also added to or reduced their stakes in the company. Rossby Financial LCC acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF in the 3rd quarter valued at $33,000. Global Retirement Partners LLC boosted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 691.1% during the 3rd quarter. Global Retirement Partners LLC now owns 799 shares of the company’s stock worth $81,000 after buying an additional 698 shares during the last quarter. Rothschild Investment LLC boosted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 150.0% during the 3rd quarter. Rothschild Investment LLC now owns 1,250 shares of the company’s stock worth $127,000 after buying an additional 750 shares during the last quarter. Hanson & Doremus Investment Management grew its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 78.1% in the 3rd quarter. Hanson & Doremus Investment Management now owns 1,462 shares of the company’s stock valued at $149,000 after acquiring an additional 641 shares in the last quarter. Finally, SeaCrest Wealth Management LLC bought a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at about $219,000.
Vanguard Short-Term Tax-Exempt Bond ETF Stock Up 0.0%
NYSEARCA:VTES opened at $101.03 on Tuesday. Vanguard Short-Term Tax-Exempt Bond ETF has a 52-week low of $98.50 and a 52-week high of $102.71. The stock’s 50-day simple moving average is $102.03 and its 200 day simple moving average is $101.81.
Vanguard Short-Term Tax-Exempt Bond ETF Increases Dividend
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.
Further Reading
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