Surience Private Wealth LLC Has $2.47 Million Stake in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Surience Private Wealth LLC lifted its stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 628.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 24,415 shares of the company’s stock after purchasing an additional 21,063 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF accounts for 2.7% of Surience Private Wealth LLC’s portfolio, making the stock its 12th largest position. Surience Private Wealth LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $2,469,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. Avior Wealth Management LLC boosted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 70.4% during the 4th quarter. Avior Wealth Management LLC now owns 16,935 shares of the company’s stock valued at $1,720,000 after buying an additional 6,995 shares during the period. S.A. Mason LLC purchased a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter valued at $2,703,000. Jacobson & Schmitt Advisors LLC increased its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 196.3% in the third quarter. Jacobson & Schmitt Advisors LLC now owns 20,168 shares of the company’s stock worth $2,056,000 after acquiring an additional 13,361 shares during the last quarter. Apella Capital LLC acquired a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the fourth quarter worth $5,126,000. Finally, Arbor Investment Advisors LLC purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the fourth quarter worth $675,000.

Vanguard Short-Term Tax-Exempt Bond ETF Price Performance

VTES opened at $101.22 on Thursday. Vanguard Short-Term Tax-Exempt Bond ETF has a 1 year low of $100.61 and a 1 year high of $102.71. The stock has a fifty day moving average price of $101.12 and a 200 day moving average price of $101.57.

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.