Wescott Financial Advisory Group LLC Has $62.58 Million Stock Position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Wescott Financial Advisory Group LLC increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 6.0% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 617,037 shares of the company’s stock after buying an additional 35,133 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF comprises approximately 6.7% of Wescott Financial Advisory Group LLC’s portfolio, making the stock its 3rd biggest position. Wescott Financial Advisory Group LLC owned about 14.18% of Vanguard Short-Term Tax-Exempt Bond ETF worth $62,580,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Wealth Enhancement Advisory Services LLC increased its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 12.6% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 79,410 shares of the company’s stock worth $7,947,000 after buying an additional 8,879 shares in the last quarter. Cetera Investment Advisers grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 27.9% during the 2nd quarter. Cetera Investment Advisers now owns 16,252 shares of the company’s stock valued at $1,626,000 after purchasing an additional 3,545 shares during the period. Lakewood Asset Management LLC grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 58.2% during the 2nd quarter. Lakewood Asset Management LLC now owns 3,812 shares of the company’s stock valued at $381,000 after purchasing an additional 1,403 shares during the period. Raymond James & Associates grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 5.3% during the 2nd quarter. Raymond James & Associates now owns 51,379 shares of the company’s stock valued at $5,141,000 after purchasing an additional 2,586 shares during the period. Finally, Atria Investments Inc grew its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 90.8% during the 3rd quarter. Atria Investments Inc now owns 4,601 shares of the company’s stock valued at $467,000 after purchasing an additional 2,189 shares during the period.

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

Shares of NYSEARCA:VTES opened at $100.80 on Friday. The stock has a 50 day moving average of $100.93 and a 200 day moving average of $100.57. Vanguard Short-Term Tax-Exempt Bond ETF has a 12-month low of $99.29 and a 12-month high of $101.62.

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.