Partners in Financial Planning Takes $10.48 Million Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Posted by Alanna Baker on Mar 31st, 2025

Partners in Financial Planning purchased a new position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 208,982 shares of the company’s stock, valued at approximately $10,476,000. Vanguard Tax-Exempt Bond ETF makes up about 2.1% of Partners in Financial Planning’s portfolio, making the stock its 12th biggest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Safe Harbor Fiduciary LLC purchased a new stake in shares of Vanguard Tax-Exempt Bond ETF during the third quarter worth approximately $29,000. Advantage Trust Co purchased a new position in shares of Vanguard Tax-Exempt Bond ETF in the fourth quarter worth about $42,000. Cromwell Holdings LLC acquired a new position in Vanguard Tax-Exempt Bond ETF during the fourth quarter worth about $48,000. Millstone Evans Group LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF during the 4th quarter valued at about $57,000. Finally, Peterson Wealth Services acquired a new stake in Vanguard Tax-Exempt Bond ETF in the 4th quarter valued at about $80,000.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $49.54 on Monday. The stock’s 50 day simple moving average is $50.06 and its 200-day simple moving average is $50.37. Vanguard Tax-Exempt Bond ETF has a 1-year low of $49.24 and a 1-year high of $51.17.

Vanguard Tax-Exempt Bond ETF Increases Dividend

The business also recently disclosed a dividend, which was paid on Wednesday, March 5th. Shareholders of record on Monday, March 3rd were paid a dividend of $0.1317 per share. The ex-dividend date was Monday, March 3rd. This is a positive change from Vanguard Tax-Exempt Bond ETF’s previous dividend of $0.13.

About Vanguard Tax-Exempt Bond ETF

(Free Report)

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.