Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Stock Position Reduced by OLIO Financial Planning

OLIO Financial Planning trimmed its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 7.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 68,918 shares of the company’s stock after selling 5,777 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 1.2% of OLIO Financial Planning’s holdings, making the stock its 11th largest position. OLIO Financial Planning’s holdings in Vanguard Tax-Exempt Bond ETF were worth $3,455,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in VTEB. Merkkuri Wealth Advisors LLC increased its stake in Vanguard Tax-Exempt Bond ETF by 1.8% during the third quarter. Merkkuri Wealth Advisors LLC now owns 11,451 shares of the company’s stock valued at $585,000 after purchasing an additional 202 shares during the last quarter. Cypress Wealth Services LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.7% in the 4th quarter. Cypress Wealth Services LLC now owns 31,684 shares of the company’s stock valued at $1,588,000 after buying an additional 223 shares during the period. Magnus Financial Group LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 2.0% during the 3rd quarter. Magnus Financial Group LLC now owns 11,979 shares of the company’s stock valued at $612,000 after buying an additional 234 shares during the last quarter. Beta Wealth Group Inc. raised its stake in Vanguard Tax-Exempt Bond ETF by 0.6% during the third quarter. Beta Wealth Group Inc. now owns 39,237 shares of the company’s stock worth $2,006,000 after acquiring an additional 234 shares during the period. Finally, Columbus Macro LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF by 0.9% in the third quarter. Columbus Macro LLC now owns 26,803 shares of the company’s stock worth $1,359,000 after acquiring an additional 237 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of VTEB stock opened at $50.00 on Monday. The business has a 50 day moving average of $50.34 and a two-hundred day moving average of $50.55. Vanguard Tax-Exempt Bond ETF has a 52 week low of $49.49 and a 52 week high of $51.17.

Vanguard Tax-Exempt Bond ETF Company Profile

The Vanguard Tax-Exempt Bond ETF (VTEB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-weighted index of investment-grade debt issued by state and local governments and agencies. Interest is exempt from US income tax and from AMT. VTEB was launched on Aug 21, 2015 and is managed by Vanguard.