6,653 Vanguard Short Duration Tax-Exempt Bond ETF $VSDM Shares Bought by Gutierrez Wealth Advisory LLC

Gutierrez Wealth Advisory LLC increased its holdings in shares of Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) by 99.5% during the third quarter, HoldingsChannel.com reports. The fund owned 13,337 shares of the company’s stock after buying an additional 6,653 shares during the quarter. Vanguard Short Duration Tax-Exempt Bond ETF makes up approximately 0.5% of Gutierrez Wealth Advisory LLC’s investment portfolio, making the stock its 28th largest position. Gutierrez Wealth Advisory LLC’s holdings in Vanguard Short Duration Tax-Exempt Bond ETF were worth $992,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Capital Investment Services of America Inc. purchased a new position in Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter worth $20,890,000. Sageworth Trust Co bought a new position in Vanguard Short Duration Tax-Exempt Bond ETF in the 3rd quarter valued at $19,078,000. Commonwealth Equity Services LLC purchased a new stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the 3rd quarter valued at $8,079,000. IRON Financial LLC purchased a new stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the 3rd quarter valued at $4,949,000. Finally, MBM Wealth Consultants LLC increased its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% during the 3rd 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 during the last quarter.

Vanguard Short Duration Tax-Exempt Bond ETF Trading Up 0.1%

BATS VSDM opened at $75.98 on Friday. Vanguard Short Duration Tax-Exempt Bond ETF has a one year low of $73.94 and a one year high of $77.64. The business’s fifty day moving average is $75.20 and its 200-day moving average is $76.19.

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.