Root Financial Partners LLC Acquires 7,095 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Root Financial Partners LLC acquired a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,095 shares of the company’s stock, valued at approximately $700,000.

Several other large investors have also bought and sold shares of VTES. AdvisorNet Financial Inc bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF in the first quarter valued at about $30,000. NFSG Corp acquired a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the third quarter worth about $73,000. Armstrong Advisory Group Inc. acquired a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the third quarter worth about $80,000. American National Bank & Trust bought a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF in the third quarter worth about $145,000. Finally, Triumph Capital Management lifted its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 50.0% in the second quarter. Triumph Capital Management now owns 1,500 shares of the company’s stock worth $152,000 after acquiring an additional 500 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

VTES opened at $100.23 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a 1-year low of $98.02 and a 1-year high of $102.71. The company’s 50 day moving average is $99.71 and its 200-day moving average is $100.58.

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.