Planning Center Inc. Decreases Stock Position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Planning Center Inc. trimmed its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES) by 2.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,819 shares of the company’s stock after selling 308 shares during the quarter. Vanguard Short-Term Tax-Exempt Bond ETF makes up approximately 0.1% of Planning Center Inc.’s investment portfolio, making the stock its 29th largest position. Planning Center Inc.’s holdings in Vanguard Short-Term Tax-Exempt Bond ETF were worth $1,085,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Jane Street Group LLC boosted its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 356.4% during the 3rd quarter. Jane Street Group LLC now owns 73,066 shares of the company’s stock worth $7,410,000 after purchasing an additional 57,057 shares during the last quarter. Wescott Financial Advisory Group LLC lifted its stake in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 6.0% in the third quarter. Wescott Financial Advisory Group LLC now owns 617,037 shares of the company’s stock worth $62,580,000 after buying an additional 35,133 shares in the last quarter. San Luis Wealth Advisors LLC boosted its position in Vanguard Short-Term Tax-Exempt Bond ETF by 36.3% during the third quarter. San Luis Wealth Advisors LLC now owns 94,370 shares of the company’s stock worth $9,571,000 after acquiring an additional 25,116 shares during the last quarter. Flow Traders U.S. LLC purchased a new stake in Vanguard Short-Term Tax-Exempt Bond ETF during the 3rd quarter valued at about $2,137,000. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in Vanguard Short-Term Tax-Exempt Bond ETF by 25.2% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 99,401 shares of the company’s stock valued at $10,081,000 after acquiring an additional 19,991 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

Shares of Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $100.64 on Wednesday. The stock’s 50 day simple moving average is $100.54 and its 200-day simple moving average is $100.78. Vanguard Short-Term Tax-Exempt Bond ETF has a 1-year low of $99.29 and a 1-year high of $101.48.

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.