Willow Creek Wealth Management Inc. Makes New $496,000 Investment in Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Willow Creek Wealth Management Inc. acquired a new stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 6,663 shares of the company’s stock, valued at approximately $496,000. Willow Creek Wealth Management Inc. owned approximately 0.37% of Vanguard Short Duration Tax-Exempt Bond ETF at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of VSDM. Keystone Financial Group Inc. grew its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 4.7% in the 3rd quarter. Keystone Financial Group Inc. now owns 148,889 shares of the company’s stock worth $11,074,000 after acquiring an additional 6,693 shares in the last quarter. IRON Financial LLC bought a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the third quarter valued at about $4,949,000. MBM Wealth Consultants LLC lifted its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% during the third quarter. MBM Wealth Consultants LLC now owns 44,744 shares of the company’s stock valued at $3,328,000 after purchasing an additional 17,150 shares in the last quarter. Stonebridge Financial Group LLC boosted 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 purchasing an additional 6,137 shares during the last quarter. Finally, CFS Investment Advisory Services LLC boosted its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 142.1% during the third quarter. CFS Investment Advisory Services LLC now owns 20,493 shares of the company’s stock worth $1,524,000 after purchasing an additional 12,030 shares during the last quarter.

Vanguard Short Duration Tax-Exempt Bond ETF Stock Up 0.0%

Shares of VSDM stock opened at $75.67 on Wednesday. Vanguard Short Duration Tax-Exempt Bond ETF has a 52-week low of $73.94 and a 52-week high of $77.64. The company has a 50-day simple moving average of $75.26 and a two-hundred day simple moving average of $76.23.

About Vanguard Short Duration Tax-Exempt Bond ETF

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.