Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Sold by BSW Wealth Partners

BSW Wealth Partners cut its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 758,765 shares of the company’s stock after selling 22,396 shares during the period. Vanguard Tax-Exempt Bond ETF comprises about 5.6% of BSW Wealth Partners’ investment portfolio, making the stock its 2nd largest position. BSW Wealth Partners owned about 0.12% of Vanguard Tax-Exempt Bond ETF worth $38,037,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. Falcon Wealth Planning grew its holdings in Vanguard Tax-Exempt Bond ETF by 27.6% during the 4th quarter. Falcon Wealth Planning now owns 9,668 shares of the company’s stock worth $485,000 after acquiring an additional 2,090 shares during the last quarter. Prospect Financial Services LLC lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 7.5% during the fourth quarter. Prospect Financial Services LLC now owns 18,105 shares of the company’s stock valued at $908,000 after acquiring an additional 1,267 shares during the period. Perigon Wealth Management LLC boosted its holdings in 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 valued at $13,005,000 after acquiring an additional 9,092 shares during the last quarter. FSC Wealth Advisors LLC increased its position in Vanguard Tax-Exempt Bond ETF by 3.3% in the fourth quarter. FSC Wealth Advisors LLC now owns 6,842 shares of the company’s stock worth $343,000 after purchasing an additional 216 shares during the period. Finally, Integrity Wealth Solutions LLC raised its holdings in Vanguard Tax-Exempt Bond ETF by 20.2% during the 4th quarter. Integrity Wealth Solutions LLC now owns 57,277 shares of the company’s stock worth $2,871,000 after purchasing an additional 9,626 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1 %

Shares of NYSEARCA VTEB opened at $50.18 on Wednesday. Vanguard Tax-Exempt Bond ETF has a 1 year low of $49.49 and a 1 year high of $51.17. The firm’s 50-day moving average is $50.32 and its 200-day moving average is $50.55.

About Vanguard Tax-Exempt Bond ETF

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.