Chicago Partners Investment Group LLC Purchases New Position in Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Chicago Partners Investment Group LLC acquired a new position in Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) during the third quarter, Holdings Channel reports. The institutional investor acquired 7,190 shares of the company’s stock, valued at approximately $543,000.

A number of other hedge funds have also recently added to or reduced their stakes in VSDM. Ascent Group LLC lifted its stake in Vanguard Short Duration Tax-Exempt Bond ETF by 4.9% in the third quarter. Ascent Group LLC now owns 4,322 shares of the company’s stock valued at $321,000 after acquiring an additional 200 shares during the last quarter. Wealth Enhancement Trust Services Inc. bought a new stake in Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter worth approximately $39,000. Aprio Wealth Management LLC grew its position in Vanguard Short Duration Tax-Exempt Bond ETF by 4.7% in the third quarter. Aprio Wealth Management LLC now owns 29,285 shares of the company’s stock worth $2,178,000 after acquiring an additional 1,315 shares in the last quarter. Bill Few Associates Inc. increased its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 50.6% during the 3rd quarter. Bill Few Associates Inc. now owns 4,112 shares of the company’s stock worth $306,000 after purchasing an additional 1,382 shares during the last quarter. Finally, Donalies Financial Planning LLC increased its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 27.3% during the 3rd quarter. Donalies Financial Planning LLC now owns 10,586 shares of the company’s stock worth $787,000 after purchasing an additional 2,272 shares during the last quarter.

Vanguard Short Duration Tax-Exempt Bond ETF Stock Performance

Vanguard Short Duration Tax-Exempt Bond ETF stock opened at $75.71 on Friday. The firm’s fifty day simple moving average is $75.19 and its 200-day simple moving average is $76.17. Vanguard Short Duration Tax-Exempt Bond ETF has a 1-year low of $73.94 and a 1-year high of $77.64.

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.