Whitegate Investment Counselors Inc. Has $2.49 Million Position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Posted by Donald Scott on Mar 14th, 2025

Whitegate Investment Counselors Inc. reduced its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,845 shares of the company’s stock after selling 860 shares during the period. Vanguard Short-Term Tax-Exempt Bond ETF makes up about 0.9% of Whitegate Investment Counselors Inc.’s portfolio, making the stock its 26th biggest holding. Whitegate Investment Counselors Inc. owned approximately 0.57% of Vanguard Short-Term Tax-Exempt Bond ETF worth $2,491,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. US Bancorp DE bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth $55,000. McIlrath & Eck LLC bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 3rd quarter worth $128,000. HighTower Advisors LLC bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth $206,000. Rialto Wealth Management LLC bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth $218,000. Finally, Allworth Financial LP bought a new position in Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth $270,000.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

Vanguard Short-Term Tax-Exempt Bond ETF stock opened at $100.55 on Friday. Vanguard Short-Term Tax-Exempt Bond ETF has a one year low of $99.29 and a one year high of $101.48. The stock’s fifty day moving average price is $100.61 and its two-hundred day moving average price is $100.79.

Vanguard Short-Term Tax-Exempt Bond ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 5th. Stockholders of record on Monday, March 3rd were paid a $0.2289 dividend. The ex-dividend date was Monday, March 3rd.

Vanguard Short-Term Tax-Exempt Bond ETF Company Profile

(Free Report)

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.