Source Financial Advisors LLC Acquires 2,233 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Source Financial Advisors LLC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 101,249 shares of the company’s stock after acquiring an additional 2,233 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises approximately 1.5% of Source Financial Advisors LLC’s portfolio, making the stock its 15th biggest position. Source Financial Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $5,176,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Oppenheimer & Co. Inc. boosted its position in Vanguard Tax-Exempt Bond ETF by 55.3% during the 1st quarter. Oppenheimer & Co. Inc. now owns 8,734 shares of the company’s stock valued at $442,000 after acquiring an additional 3,110 shares in the last quarter. TCI Wealth Advisors Inc. bought a new stake in shares of Vanguard Tax-Exempt Bond ETF during the first quarter valued at approximately $370,000. Montag A & Associates Inc. grew its stake in Vanguard Tax-Exempt Bond ETF by 7.3% in the first quarter. Montag A & Associates Inc. now owns 17,647 shares of the company’s stock worth $893,000 after purchasing an additional 1,207 shares during the period. Atomi Financial Group Inc. raised its holdings in Vanguard Tax-Exempt Bond ETF by 43.4% in the first quarter. Atomi Financial Group Inc. now owns 84,338 shares of the company’s stock worth $4,268,000 after purchasing an additional 25,532 shares in the last quarter. Finally, Concurrent Investment Advisors LLC lifted its position in Vanguard Tax-Exempt Bond ETF by 10.1% during the first quarter. Concurrent Investment Advisors LLC now owns 90,047 shares of the company’s stock valued at $4,556,000 after buying an additional 8,250 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Up 0.9 %

NYSEARCA:VTEB opened at $50.54 on Friday. The firm’s 50-day moving average price is $50.73 and its 200-day moving average price is $50.43. Vanguard Tax-Exempt Bond ETF has a 1-year low of $48.44 and a 1-year 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.