Platt Wealth Management LLC Buys 14,067 Shares of Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Platt Wealth Management LLC grew its stake in Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) by 38.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 50,809 shares of the company’s stock after buying an additional 14,067 shares during the period. Vanguard Short Duration Tax-Exempt Bond ETF accounts for about 3.0% of Platt Wealth Management LLC’s holdings, making the stock its 12th biggest holding. Platt Wealth Management LLC’s holdings in Vanguard Short Duration Tax-Exempt Bond ETF were worth $3,779,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Brookstone Capital Management bought a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF during the third quarter worth about $784,000. CFS Investment Advisory Services LLC lifted its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 142.1% in the third quarter. CFS Investment Advisory Services LLC now owns 20,493 shares of the company’s stock worth $1,524,000 after acquiring an additional 12,030 shares during the period. PFW Advisors LLC acquired a new position in shares of Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter worth approximately $860,000. MBM Wealth Consultants LLC boosted its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 62.2% in the third quarter. MBM Wealth Consultants LLC now owns 44,744 shares of the company’s stock valued at $3,328,000 after acquiring an additional 17,150 shares during the last quarter. Finally, Vestment Financial LLC bought a new stake in Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter valued at approximately $644,000.

Vanguard Short Duration Tax-Exempt Bond ETF Price Performance

BATS:VSDM opened at $76.01 on Monday. The company has a 50 day simple moving average of $75.19 and a two-hundred day simple moving average of $76.19. Vanguard Short Duration Tax-Exempt Bond ETF has a fifty-two week low of $73.94 and a fifty-two week high of $77.64.

Vanguard Short Duration Tax-Exempt Bond ETF Company 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.