Winnow Wealth LLC Invests $1.64 Million in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Winnow Wealth LLC bought a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 16,246 shares of the company’s stock, valued at approximately $1,643,000. Vanguard Short-Term Tax-Exempt Bond ETF comprises approximately 1.3% of Winnow Wealth LLC’s portfolio, making the stock its 13th biggest holding. Winnow Wealth LLC owned about 0.09% of Vanguard Short-Term Tax-Exempt Bond ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Wescott Financial Advisory Group LLC raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 5.1% during the fourth quarter. Wescott Financial Advisory Group LLC now owns 668,567 shares of the company’s stock valued at $67,910,000 after purchasing an additional 32,412 shares in the last quarter. Bank of America Corp DE grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 35.8% in the 1st quarter. Bank of America Corp DE now owns 378,943 shares of the company’s stock worth $38,326,000 after buying an additional 99,912 shares in the last quarter. Corient Private Wealth LLC grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 78.8% in the 2nd quarter. Corient Private Wealth LLC now owns 324,142 shares of the company’s stock worth $32,716,000 after buying an additional 142,881 shares in the last quarter. TIAA Trust National Association increased its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 12.5% in the 4th quarter. TIAA Trust National Association now owns 281,168 shares of the company’s stock worth $28,560,000 after buying an additional 31,200 shares during the last quarter. Finally, Seeds Investor LLC increased its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 3.8% in the 4th quarter. Seeds Investor LLC now owns 189,558 shares of the company’s stock worth $19,254,000 after buying an additional 6,858 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

Shares of NYSEARCA VTES opened at $100.64 on Friday. The firm’s 50-day moving average price is $101.04 and its 200-day moving average price is $101.46. Vanguard Short-Term Tax-Exempt Bond ETF has a 12-month low of $100.33 and a 12-month high of $102.71.

Vanguard Short-Term Tax-Exempt Bond ETF 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.