Financial Life Advisors Has $4.25 Million Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Financial Life Advisors lowered its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 1.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,912 shares of the company’s stock after selling 938 shares during the period. Vanguard Tax-Exempt Bond ETF comprises 1.8% of Financial Life Advisors’ portfolio, making the stock its 18th largest holding. Financial Life Advisors’ holdings in Vanguard Tax-Exempt Bond ETF were worth $4,246,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Curbstone Financial Management Corp boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 2.0% in the 1st quarter. Curbstone Financial Management Corp now owns 10,450 shares of the company’s stock valued at $529,000 after purchasing an additional 200 shares in the last quarter. Perennial Advisors LLC raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.7% in the first quarter. Perennial Advisors LLC now owns 30,568 shares of the company’s stock valued at $1,547,000 after buying an additional 204 shares during the last quarter. TriaGen Wealth Management LLC raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1.0% in the fourth quarter. TriaGen Wealth Management LLC now owns 21,112 shares of the company’s stock valued at $1,078,000 after buying an additional 206 shares during the last quarter. Vicus Capital raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.3% in the first quarter. Vicus Capital now owns 60,058 shares of the company’s stock valued at $3,039,000 after buying an additional 206 shares during the last quarter. Finally, RMR Wealth Builders raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 2.7% in the first quarter. RMR Wealth Builders now owns 9,013 shares of the company’s stock valued at $456,000 after buying an additional 235 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

NYSEARCA:VTEB traded down $0.22 on Monday, hitting $49.89. 3,299,342 shares of the stock were exchanged, compared to its average volume of 4,143,483. Vanguard Tax-Exempt Bond ETF has a 52 week low of $47.14 and a 52 week high of $51.15. The company’s 50-day moving average price is $50.04 and its 200 day moving average price is $50.42.

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.