Retirement Planning Group LLC Reduces Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Retirement Planning Group LLC trimmed its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 44.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 17,314 shares of the company’s stock after selling 13,587 shares during the quarter. Retirement Planning Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $867,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Exencial Wealth Advisors LLC grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1.5% in the third quarter. Exencial Wealth Advisors LLC now owns 95,110 shares of the company’s stock worth $4,762,000 after purchasing an additional 1,378 shares during the last quarter. Divergent Planning LLC raised its holdings in Vanguard Tax-Exempt Bond ETF by 3.1% during the 3rd quarter. Divergent Planning LLC now owns 285,196 shares of the company’s stock valued at $14,254,000 after buying an additional 8,489 shares during the last quarter. Moseley Investment Management Inc. boosted its position in Vanguard Tax-Exempt Bond ETF by 2.1% during the 3rd quarter. Moseley Investment Management Inc. now owns 10,077 shares of the company’s stock valued at $505,000 after buying an additional 206 shares during the period. Concurrent Investment Advisors LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 21.6% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 117,969 shares of the company’s stock worth $5,907,000 after acquiring an additional 20,942 shares during the last quarter. Finally, TD Private Client Wealth LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 4.3% in the 3rd quarter. TD Private Client Wealth LLC now owns 160,311 shares of the company’s stock worth $8,027,000 after acquiring an additional 6,539 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

VTEB stock opened at $50.62 on Thursday. The firm’s 50-day moving average price is $50.34 and its two-hundred day moving average price is $49.78. Vanguard Tax-Exempt Bond ETF has a 12-month low of $47.02 and a 12-month high of $50.68.

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.