7,095 Shares in Vanguard Short-Term Tax-Exempt Bond ETF $VTES Purchased by Root Financial Partners LLC

Root Financial Partners LLC bought a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,095 shares of the company’s stock, valued at approximately $700,000.

Other large investors have also added to or reduced their stakes in the company. Eagle Rock Investment Company LLC boosted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 20.0% during the 3rd quarter. Eagle Rock Investment Company LLC now owns 21,216 shares of the company’s stock worth $2,092,000 after buying an additional 3,529 shares during the last quarter. Single Point Partners LLC increased its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 57.3% in the third quarter. Single Point Partners LLC now owns 27,317 shares of the company’s stock valued at $2,693,000 after acquiring an additional 9,948 shares during the last quarter. Retirement Planning Group LLC acquired a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the third quarter valued at about $234,000. Donalies Financial Planning LLC raised its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 27.7% during the third quarter. Donalies Financial Planning LLC now owns 6,948 shares of the company’s stock worth $685,000 after acquiring an additional 1,509 shares in the last quarter. Finally, Hanson & Doremus Investment Management bought a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the third quarter worth about $6,082,000.

Vanguard Short-Term Tax-Exempt Bond ETF Price Performance

Shares of NYSEARCA VTES opened at $100.23 on Friday. The stock has a 50 day moving average price of $99.71 and a 200 day moving average price of $100.58. Vanguard Short-Term Tax-Exempt Bond ETF has a 52 week low of $98.02 and a 52 week 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.