Envision Financial LLC Invests $1.10 Million in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Envision Financial LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 21,906 shares of the company’s stock, valued at approximately $1,098,000. Vanguard Tax-Exempt Bond ETF accounts for approximately 0.9% of Envision Financial LLC’s portfolio, making the stock its 26th largest holding.

Other large investors have also bought and sold shares of the company. Safe Harbor Fiduciary LLC acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF in the 3rd quarter valued at about $29,000. Bogart Wealth LLC lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 2,942.1% during the 3rd quarter. Bogart Wealth LLC now owns 578 shares of the company’s stock worth $30,000 after buying an additional 559 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new position in shares of Vanguard Tax-Exempt Bond ETF in the 2nd quarter worth approximately $41,000. Rise Advisors LLC grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 235.1% in the third quarter. Rise Advisors LLC now owns 1,099 shares of the company’s stock valued at $56,000 after acquiring an additional 771 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 131.4% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 1,141 shares of the company’s stock valued at $58,000 after acquiring an additional 648 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.2 %

VTEB stock traded down $0.12 during midday trading on Monday, hitting $49.59. The company’s stock had a trading volume of 3,709,142 shares, compared to its average volume of 4,639,808. Vanguard Tax-Exempt Bond ETF has a 1 year low of $49.54 and a 1 year high of $51.17. The stock’s 50-day moving average price is $50.43 and its 200 day moving average price is $50.57.

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.