Evernest Financial Advisors LLC Boosts Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Evernest Financial Advisors LLC raised its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,758 shares of the company’s stock after buying an additional 635 shares during the period. Evernest Financial Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $940,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. AQR Capital Management LLC purchased a new stake in shares of Vanguard Tax-Exempt Bond ETF in the second quarter valued at approximately $516,000. B. Riley Wealth Advisors Inc. raised its position in Vanguard Tax-Exempt Bond ETF by 39.8% during the 2nd quarter. B. Riley Wealth Advisors Inc. now owns 23,138 shares of the company’s stock valued at $1,159,000 after purchasing an additional 6,587 shares in the last quarter. Truist Financial Corp grew its position in shares of Vanguard Tax-Exempt Bond ETF by 7.5% during the 2nd quarter. Truist Financial Corp now owns 554,566 shares of the company’s stock worth $27,789,000 after buying an additional 38,549 shares in the last quarter. Heritage Wealth Management Inc. purchased a new position in shares of Vanguard Tax-Exempt Bond ETF during the second quarter valued at $380,000. Finally, Passive Capital Management LLC. raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.3% in the second quarter. Passive Capital Management LLC. now owns 681,740 shares of the company’s stock valued at $34,162,000 after acquiring an additional 2,091 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Trading Up 0.2 %

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $50.21 on Friday. The firm’s 50-day moving average is $50.32 and its two-hundred day moving average is $50.54. Vanguard Tax-Exempt Bond ETF has a 1 year low of $49.49 and a 1 year 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.