Values Added Financial LLC Boosts Stock Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Values Added Financial LLC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 30.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 128,572 shares of the company’s stock after purchasing an additional 29,964 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 4.1% of Values Added Financial LLC’s holdings, making the stock its 5th largest holding. Values Added Financial LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $6,573,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of VTEB. Norden Group LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 71.8% in the first quarter. Norden Group LLC now owns 51,356 shares of the company’s stock worth $2,599,000 after purchasing an additional 21,469 shares during the last quarter. Diversify Advisory Services LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the first quarter worth about $2,670,000. Wambolt & Associates LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 6.7% in the first quarter. Wambolt & Associates LLC now owns 9,200 shares of the company’s stock worth $463,000 after purchasing an additional 576 shares during the last quarter. Mission Wealth Management LP grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 407.0% in the first quarter. Mission Wealth Management LP now owns 23,449 shares of the company’s stock worth $1,186,000 after purchasing an additional 18,824 shares during the last quarter. Finally, Concourse Financial Group Securities Inc. grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 5.3% in the first quarter. Concourse Financial Group Securities Inc. now owns 23,861 shares of the company’s stock worth $1,207,000 after purchasing an additional 1,202 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1 %

Shares of NYSEARCA VTEB traded down $0.04 during trading hours on Friday, hitting $50.31. The company’s stock had a trading volume of 578,719 shares, compared to its average volume of 3,934,578. Vanguard Tax-Exempt Bond ETF has a 12 month low of $47.78 and a 12 month high of $51.17. The business has a 50-day simple moving average of $50.79 and a 200-day simple moving average of $50.42.

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.