Sunesis Advisors LLC Invests $1.09 Million in Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Sunesis Advisors LLC purchased a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 10,674 shares of the company’s stock, valued at approximately $1,088,000. Vanguard Short-Term Tax-Exempt Bond ETF makes up approximately 0.5% of Sunesis Advisors LLC’s investment portfolio, making the stock its 24th biggest position. Sunesis Advisors LLC owned about 0.08% of Vanguard Short-Term Tax-Exempt Bond ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in VTES. Eastern Bank bought a new stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 2nd quarter valued at $50,000. Global Retirement Partners LLC boosted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 691.1% during the third quarter. Global Retirement Partners LLC now owns 799 shares of the company’s stock worth $81,000 after acquiring an additional 698 shares in the last quarter. Hanson & Doremus Investment Management grew its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 78.1% in the third quarter. Hanson & Doremus Investment Management now owns 1,462 shares of the company’s stock worth $149,000 after purchasing an additional 641 shares during the period. Harbour Investments Inc. increased its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 40.7% during the second quarter. Harbour Investments Inc. now owns 1,688 shares of the company’s stock valued at $170,000 after purchasing an additional 488 shares in the last quarter. Finally, Bristlecone Advisors LLC purchased a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the second quarter valued at approximately $202,000.

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

Shares of NYSEARCA:VTES opened at $102.32 on Monday. The stock has a fifty day simple moving average of $101.79 and a two-hundred day simple moving average of $101.71. Vanguard Short-Term Tax-Exempt Bond ETF has a 12-month low of $98.50 and a 12-month high of $102.39.

Vanguard Short-Term Tax-Exempt Bond ETF Cuts Dividend

The business also recently declared a monthly dividend, which was paid on Wednesday, February 4th. Stockholders of record on Monday, February 2nd were issued a dividend of $0.2247 per share. This represents a c) dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend was Monday, February 2nd.

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.