BlueChip Wealth Advisors LLC Grows Holdings in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

BlueChip Wealth Advisors LLC increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 31.8% during the 1st quarter, HoldingsChannel reports. The fund owned 40,091 shares of the company’s stock after acquiring an additional 9,665 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF comprises approximately 1.8% of BlueChip Wealth Advisors LLC’s investment portfolio, making the stock its 19th largest holding. BlueChip Wealth Advisors LLC’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $4,055,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of the business. Mercer Global Advisors Inc. ADV raised its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 8.9% in the third quarter. Mercer Global Advisors Inc. ADV now owns 1,374,774 shares of the company’s stock valued at $140,124,000 after acquiring an additional 111,927 shares in the last quarter. Wescott Financial Advisory Group LLC increased its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 5.1% in the 4th quarter. Wescott Financial Advisory Group LLC now owns 668,567 shares of the company’s stock worth $67,910,000 after purchasing an additional 32,412 shares during the last quarter. Corient Private Wealth LLC raised 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 valued at $32,716,000 after purchasing an additional 142,881 shares in the last quarter. TIAA Trust National Association raised its stake 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 valued at $28,560,000 after purchasing an additional 31,200 shares in the last quarter. Finally, Bank of America Corp DE lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 17.8% during the third quarter. Bank of America Corp DE now owns 259,963 shares of the company’s stock worth $26,497,000 after purchasing an additional 39,355 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Trading Up 0.0%

Shares of VTES opened at $101.08 on Wednesday. The stock has a 50 day moving average of $101.08 and a 200-day moving average of $101.54. Vanguard Short-Term Tax-Exempt Bond ETF has a 52 week low of $100.61 and a 52 week high of $102.71.

About Vanguard Short-Term Tax-Exempt Bond ETF

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.