Vishria Bird Financial Group LLC Has $6.20 Million Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Vishria Bird Financial Group LLC reduced its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 0.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 123,634 shares of the company’s stock after selling 684 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises 2.2% of Vishria Bird Financial Group LLC’s portfolio, making the stock its 16th biggest holding. Vishria Bird Financial Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $6,198,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Captrust Financial Advisors grew its position in Vanguard Tax-Exempt Bond ETF by 18.6% during the third quarter. Captrust Financial Advisors now owns 294,682 shares of the company’s stock worth $15,064,000 after buying an additional 46,219 shares in the last quarter. Central Pacific Bank Trust Division bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the 4th quarter worth approximately $103,000. Souders Financial Advisors grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 8.3% during the 2nd quarter. Souders Financial Advisors now owns 27,371 shares of the company’s stock worth $1,372,000 after purchasing an additional 2,095 shares in the last quarter. EP Wealth Advisors LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 4.4% during the second quarter. EP Wealth Advisors LLC now owns 725,620 shares of the company’s stock valued at $36,361,000 after purchasing an additional 30,328 shares during the period. Finally, Global Wealth Strategies & Associates raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 18,120.0% in the third quarter. Global Wealth Strategies & Associates now owns 3,644 shares of the company’s stock valued at $186,000 after purchasing an additional 3,624 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Trading Up 0.1 %

VTEB opened at $50.00 on Friday. The firm’s fifty day moving average price is $50.34 and its two-hundred day moving average price is $50.55. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $49.49 and a fifty-two 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.