Capital Investment Services of America Inc. Acquires New Holdings in Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Capital Investment Services of America Inc. bought a new position in Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 280,854 shares of the company’s stock, valued at approximately $20,890,000. Vanguard Short Duration Tax-Exempt Bond ETF makes up approximately 2.0% of Capital Investment Services of America Inc.’s investment portfolio, making the stock its 22nd biggest holding. Capital Investment Services of America Inc. owned about 15.60% of Vanguard Short Duration Tax-Exempt Bond ETF as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the company. Brookstone Capital Management purchased a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF in the 3rd quarter worth about $784,000. CFS Investment Advisory Services LLC lifted its position in Vanguard Short Duration Tax-Exempt Bond ETF by 142.1% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 20,493 shares of the company’s stock worth $1,524,000 after buying an additional 12,030 shares during the last quarter. Integrated Wealth Concepts LLC boosted its stake in Vanguard Short Duration Tax-Exempt Bond ETF by 83.8% in the second quarter. Integrated Wealth Concepts LLC now owns 16,016 shares of the company’s stock worth $1,227,000 after buying an additional 7,301 shares in the last quarter. MBM Wealth Consultants LLC boosted its stake in Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% in the third quarter. MBM Wealth Consultants LLC now owns 44,744 shares of the company’s stock worth $3,328,000 after buying an additional 17,150 shares in the last quarter. Finally, IRON Financial LLC bought a new position in Vanguard Short Duration Tax-Exempt Bond ETF during the third quarter valued at approximately $4,949,000.

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

Shares of Vanguard Short Duration Tax-Exempt Bond ETF stock opened at $75.87 on Thursday. 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 fifty day moving average of $75.20 and a 200-day moving average of $76.20.

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.