6,693 Vanguard Short Duration Tax-Exempt Bond ETF $VSDM Shares Bought by Keystone Financial Group Inc.

Keystone Financial Group Inc. increased its holdings in Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) by 4.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 148,889 shares of the company’s stock after acquiring an additional 6,693 shares during the period. Vanguard Short Duration Tax-Exempt Bond ETF comprises 5.6% of Keystone Financial Group Inc.’s investment portfolio, making the stock its 6th biggest holding. Keystone Financial Group Inc. owned 8.27% of Vanguard Short Duration Tax-Exempt Bond ETF worth $11,074,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Wealth Enhancement Trust Services Inc. bought a new stake in Vanguard Short Duration Tax-Exempt Bond ETF during the 3rd quarter worth approximately $39,000. Bill Few Associates Inc. boosted its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 50.6% during the third quarter. Bill Few Associates Inc. now owns 4,112 shares of the company’s stock valued at $306,000 after buying an additional 1,382 shares during the last quarter. Envestnet Asset Management Inc. purchased a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the second quarter valued at approximately $200,000. Wedmont Private Capital grew its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 43.3% during the third quarter. Wedmont Private Capital now owns 18,853 shares of the company’s stock worth $1,402,000 after buying an additional 5,697 shares in the last quarter. Finally, Stonebridge Financial Group LLC grew its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 25.9% during the third quarter. Stonebridge Financial Group LLC now owns 29,853 shares of the company’s stock worth $2,220,000 after buying an additional 6,137 shares in the last quarter.

Vanguard Short Duration Tax-Exempt Bond ETF Price Performance

BATS VSDM opened at $74.74 on Wednesday. The business has a fifty day simple moving average of $75.44 and a 200 day simple moving average of $76.03. Vanguard Short Duration Tax-Exempt Bond ETF has a 12 month low of $73.94 and a 12 month high of $77.64.

Vanguard Short Duration Tax-Exempt Bond ETF Profile

The Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is an exchange-traded fund that mostly invests in broad credit fixed income. VSDM.L is an actively managed portfolio of USD-denominated tax-exempt municipal bonds with an average duration of 1.5 to 5 years. The fund may hold up to 20% in below investment-grade bonds. VSDM was launched on Nov 19, 2024 and is issued by Vanguard.