Vestment Financial LLC Makes New Investment in Vanguard Short Duration Tax-Exempt Bond ETF $VSDM

Vestment Financial LLC purchased a new stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 8,653 shares of the company’s stock, valued at approximately $644,000. Vanguard Short Duration Tax-Exempt Bond ETF makes up about 0.3% of Vestment Financial LLC’s investment portfolio, making the stock its 29th biggest position.

Several other large investors also recently added to or reduced their stakes in the stock. PFW Advisors LLC bought a new stake in Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter worth $860,000. Farther Finance Advisors LLC boosted its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 345.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 10,590 shares of the company’s stock valued at $788,000 after acquiring an additional 8,213 shares during the period. Integrated Wealth Concepts LLC boosted its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 83.8% during the second quarter. Integrated Wealth Concepts LLC now owns 16,016 shares of the company’s stock valued at $1,227,000 after purchasing an additional 7,301 shares during the period. Stonebridge Financial Group LLC lifted its holdings in Vanguard Short Duration Tax-Exempt Bond ETF by 25.9% during the 3rd quarter. Stonebridge Financial Group LLC now owns 29,853 shares of the company’s stock valued at $2,220,000 after buying an additional 6,137 shares in the last quarter. Finally, Wedmont Private Capital boosted its position in Vanguard Short Duration Tax-Exempt Bond ETF by 43.3% in the 3rd quarter. Wedmont Private Capital now owns 18,853 shares of the company’s stock valued at $1,402,000 after buying an additional 5,697 shares during the period.

Vanguard Short Duration Tax-Exempt Bond ETF Price Performance

Shares of BATS:VSDM opened at $74.74 on Wednesday. Vanguard Short Duration Tax-Exempt Bond ETF has a 52-week low of $73.94 and a 52-week high of $77.64. The business’s 50 day moving average is $75.44 and its 200 day moving average is $76.03.

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.