Wells Financial Advisors INC Increases Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Posted by Anthony Miller on Mar 26th, 2025

Wells Financial Advisors INC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 214.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 18,880 shares of the company’s stock after acquiring an additional 12,880 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for 1.3% of Wells Financial Advisors INC’s investment portfolio, making the stock its 24th largest holding. Wells Financial Advisors INC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $946,000 as of its most recent SEC filing.

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

Vanguard Tax-Exempt Bond ETF Stock Down 0.2 %

Vanguard Tax-Exempt Bond ETF stock opened at $49.59 on Wednesday. The stock’s 50 day simple moving average is $50.09 and its two-hundred day simple moving average is $50.40. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $49.49 and a fifty-two week high of $51.17.

Vanguard Tax-Exempt Bond ETF Increases Dividend

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

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.