17,150 Vanguard Short Duration Tax-Exempt Bond ETF $VSDM Shares Acquired by MBM Wealth Consultants LLC

by · The Cerbat Gem

MBM Wealth Consultants LLC increased its holdings in shares of Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM – Free Report) by 62.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 44,744 shares of the company’s stock after acquiring an additional 17,150 shares during the period. Vanguard Short Duration Tax-Exempt Bond ETF comprises 0.6% of MBM Wealth Consultants LLC’s portfolio, making the stock its 27th biggest position. MBM Wealth Consultants LLC owned about 2.49% of Vanguard Short Duration Tax-Exempt Bond ETF worth $3,328,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Keystone Financial Group Inc. raised its stake in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 4.7% during the third quarter. Keystone Financial Group Inc. now owns 148,889 shares of the company’s stock valued at $11,074,000 after acquiring an additional 6,693 shares in the last quarter. Stonebridge Financial Group LLC raised its position in Vanguard Short Duration Tax-Exempt Bond ETF by 25.9% during the 3rd quarter. Stonebridge Financial Group LLC now owns 29,853 shares of the company’s stock valued at $2,220,000 after purchasing an additional 6,137 shares in the last quarter. CFS Investment Advisory Services LLC grew its position in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 142.1% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 20,493 shares of the company’s stock worth $1,524,000 after buying an additional 12,030 shares in the last quarter. Wedmont Private Capital raised its holdings in shares of Vanguard Short Duration Tax-Exempt Bond ETF by 43.3% in the third quarter. Wedmont Private Capital now owns 18,853 shares of the company’s stock valued at $1,402,000 after acquiring an additional 5,697 shares in the last quarter. Finally, Baker Ellis Asset Management LLC purchased a new stake in Vanguard Short Duration Tax-Exempt Bond ETF in the third quarter worth about $1,235,000.

Vanguard Short Duration Tax-Exempt Bond ETF Stock Down 0.0%

Vanguard Short Duration Tax-Exempt Bond ETF stock traded down $0.01 during midday trading on Tuesday, hitting $75.06. 149,982 shares of the company’s stock were exchanged, compared to its average volume of 164,078. The firm has a 50-day moving average of $75.35 and a two-hundred day moving average of $76.00. Vanguard Short Duration Tax-Exempt Bond ETF has a 12 month low of $73.94 and a 12 month high of $77.64.

About Vanguard Short Duration Tax-Exempt Bond ETF

(Free Report)

The Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is an exchange-traded fund that mostly invests in broad credit fixed income. VSDM.L is an actively managed portfolio of USD-denominated tax-exempt municipal bonds with an average duration of 1.5 to 5 years. The fund may hold up to 20% in below investment-grade bonds. VSDM was launched on Nov 19, 2024 and is issued by Vanguard.

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