9,357 Shares in Vanguard Short-Term Tax-Exempt Bond ETF $VTES Acquired by Rothschild Wealth LLC

Rothschild Wealth LLC purchased a new stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 9,357 shares of the company’s stock, valued at approximately $950,000. Rothschild Wealth LLC owned 0.06% of Vanguard Short-Term Tax-Exempt Bond ETF at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Rossby Financial LCC bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF in the 3rd quarter valued at $33,000. American National Bank & Trust boosted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 117.0% in the 4th quarter. American National Bank & Trust now owns 651 shares of the company’s stock valued at $66,000 after purchasing an additional 351 shares during the period. Rothschild Investment LLC boosted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 32.5% in the 4th quarter. Rothschild Investment LLC now owns 1,656 shares of the company’s stock valued at $168,000 after purchasing an additional 406 shares during the period. Portland Financial Advisors Inc bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at $205,000. Finally, SeaCrest Wealth Management LLC bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at $219,000.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

VTES opened at $101.21 on Monday. The business has a fifty day simple moving average of $101.13 and a 200 day simple moving average of $101.62. Vanguard Short-Term Tax-Exempt Bond ETF has a 1 year low of $100.15 and a 1 year high of $102.71.

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.