SteelPeak Wealth LLC Lowers Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

SteelPeak Wealth LLC reduced its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 0.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,862 shares of the company’s stock after selling 449 shares during the quarter. SteelPeak Wealth LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $3,001,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. RCS Financial Planning LLC raised its stake in Vanguard Tax-Exempt Bond ETF by 86.4% during the 4th quarter. RCS Financial Planning LLC now owns 67,385 shares of the company’s stock valued at $3,378,000 after purchasing an additional 31,243 shares during the period. Mayflower Financial Advisors LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 5.1% during the 4th quarter. Mayflower Financial Advisors LLC now owns 100,678 shares of the company’s stock valued at $5,047,000 after buying an additional 4,881 shares in the last quarter. Falcon Wealth Planning raised its position in shares of Vanguard Tax-Exempt Bond ETF by 27.6% during the fourth quarter. Falcon Wealth Planning now owns 9,668 shares of the company’s stock valued at $485,000 after buying an additional 2,090 shares during the last quarter. Prospect Financial Services LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 7.5% in the fourth quarter. Prospect Financial Services LLC now owns 18,105 shares of the company’s stock worth $908,000 after buying an additional 1,267 shares in the last quarter. Finally, Perigon Wealth Management LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 3.6% in the fourth quarter. Perigon Wealth Management LLC now owns 260,988 shares of the company’s stock worth $13,005,000 after buying an additional 9,092 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $50.18 on Wednesday. The stock has a 50 day moving average of $50.32 and a 200 day moving average of $50.55. Vanguard Tax-Exempt Bond ETF has a 12 month low of $49.49 and a 12 month high of $51.17.

Vanguard Tax-Exempt Bond ETF 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.