L.K. Benson & Company P.C. Makes New $502,000 Investment in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES)

Posted by Paula Ricardo on Mar 19th, 2025

L.K. Benson & Company P.C. acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 5,007 shares of the company’s stock, valued at approximately $502,000. L.K. Benson & Company P.C. owned 0.12% of Vanguard Short-Term Tax-Exempt Bond ETF at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Truist Financial Corp acquired a new stake in Vanguard Short-Term Tax-Exempt Bond ETF in the 4th quarter valued at about $322,000. JPMorgan Chase & Co. raised its stake in Vanguard Short-Term Tax-Exempt Bond ETF by 11.6% in the third quarter. JPMorgan Chase & Co. now owns 41,195 shares of the company’s stock valued at $4,178,000 after buying an additional 4,274 shares during the period. Atria Investments Inc lifted its position in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 90.8% in the third quarter. Atria Investments Inc now owns 4,601 shares of the company’s stock valued at $467,000 after buying an additional 2,189 shares during the last quarter. Allworth Financial LP bought a new position in shares of Vanguard Short-Term Tax-Exempt Bond ETF during the 4th quarter worth approximately $270,000. Finally, Silver Oak Advisory Group Inc. increased its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF by 1.4% during the 4th quarter. Silver Oak Advisory Group Inc. now owns 19,778 shares of the company’s stock worth $1,982,000 after acquiring an additional 267 shares during the last quarter.

Vanguard Short-Term Tax-Exempt Bond ETF Stock Performance

VTES opened at $100.57 on Wednesday. The stock’s fifty day simple moving average is $100.62 and its 200 day simple moving average is $100.77. Vanguard Short-Term Tax-Exempt Bond ETF has a 1-year low of $99.30 and a 1-year high of $101.48.

Vanguard Short-Term Tax-Exempt Bond ETF Cuts Dividend

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

Vanguard Short-Term Tax-Exempt Bond ETF 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.