RCS Financial Planning LLC lowered its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 42.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,685 shares of the company’s stock after selling 40,294 shares during the period. Vanguard Tax-Exempt Bond ETF comprises approximately 1.4% of RCS Financial Planning LLC’s holdings, making the stock its 19th largest holding. RCS Financial Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $2,590,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Elmwood Wealth Management Inc. increased its holdings in Vanguard Tax-Exempt Bond ETF by 39.1% during the third quarter. Elmwood Wealth Management Inc. now owns 95,753 shares of the company’s stock valued at $4,535,000 after buying an additional 26,921 shares during the period. Lodestone Wealth Management LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 15.1% in the 3rd quarter. Lodestone Wealth Management LLC now owns 5,698 shares of the company’s stock valued at $270,000 after buying an additional 748 shares in the last quarter. Firethorn Wealth Partners LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 62.6% in the 3rd quarter. Firethorn Wealth Partners LLC now owns 34,056 shares of the company’s stock valued at $1,613,000 after buying an additional 13,107 shares in the last quarter. First Citizens Bank & Trust Co. grew its position in shares of Vanguard Tax-Exempt Bond ETF by 0.5% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 528,735 shares of the company’s stock worth $25,041,000 after buying an additional 2,678 shares during the last quarter. Finally, Enclave Advisors LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 1.9% in the 3rd quarter. Enclave Advisors LLC now owns 48,095 shares of the company’s stock worth $2,278,000 after buying an additional 880 shares during the last quarter.
Vanguard Tax-Exempt Bond ETF Trading Down 0.1%
Shares of NYSEARCA VTEB traded down $0.04 during trading hours on Wednesday, hitting $47.61. 27,705,600 shares of the stock were exchanged, compared to its average volume of 11,232,684. Vanguard Tax-Exempt Bond ETF has a 12 month low of $46.87 and a 12 month high of $51.18. The firm has a fifty day moving average price of $48.61 and a 200-day moving average price of $49.62.
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.
Further Reading
- Five stocks we like better than Vanguard Tax-Exempt Bond ETF
- Tesla Wants to Make Its Own Chips—What Could Go Wrong?
- IREN Limited’s AI Pivot Gains Traction—But Can Its Data Centers Deliver?
- PBF Energy’s Stunning Rally Faces a Critical Test
- Citi Stock Falls Despite Earnings Beat: What Investors Need to Know
Want to see what other hedge funds are holding VTEB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report).
Receive News & Ratings for Vanguard Tax-Exempt Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Tax-Exempt Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
