Vanguard Short-Term Tax-Exempt Bond ETF $VTES Shares Purchased by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC raised its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 43.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,259 shares of the company’s stock after acquiring an additional 5,792 shares during the period. Daymark Wealth Partners LLC owned approximately 0.12% of Vanguard Short-Term Tax-Exempt Bond ETF worth $1,956,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. First Heartland Consultants Inc. lifted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 3.4% in the 4th quarter. First Heartland Consultants Inc. now owns 5,569 shares of the company’s stock valued at $566,000 after purchasing an additional 183 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its position in Vanguard Short-Term Tax-Exempt Bond ETF by 1.9% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 97,868 shares of the company’s stock worth $9,960,000 after purchasing an additional 1,848 shares in the last quarter. Genesis Private Wealth LLC increased its position in Vanguard Short-Term Tax-Exempt Bond ETF by 2.0% during the 4th quarter. Genesis Private Wealth LLC now owns 30,810 shares of the company’s stock worth $3,130,000 after purchasing an additional 590 shares in the last quarter. Avior Wealth Management LLC raised its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 70.4% in the fourth quarter. Avior Wealth Management LLC now owns 16,935 shares of the company’s stock valued at $1,720,000 after buying an additional 6,995 shares during the period. Finally, Allworth Financial LP raised its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 9.4% in the third quarter. Allworth Financial LP now owns 2,958 shares of the company’s stock valued at $301,000 after buying an additional 253 shares during the period.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Up 0.2%

Shares of VTES stock opened at $101.08 on Thursday. Vanguard Short-Term Tax-Exempt Bond ETF has a fifty-two week low of $98.50 and a fifty-two week high of $102.71. The firm’s 50 day moving average price is $102.10 and its two-hundred day moving average price is $101.83.

Vanguard Short-Term Tax-Exempt Bond ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were given a dividend of $0.2362 per share. This is a positive change from Vanguard Short-Term Tax-Exempt Bond ETF’s previous monthly dividend of $0.22. The ex-dividend date of this dividend was Monday, March 2nd. This represents a c) dividend on an annualized basis and a yield of 2.8%.

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.