Elevate Wealth Advisory Inc. Has $792,000 Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Posted by Kyle Jackson on Mar 20th, 2025

Elevate Wealth Advisory Inc. lifted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,801 shares of the company’s stock after purchasing an additional 297 shares during the quarter. Elevate Wealth Advisory Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $792,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. Safe Harbor Fiduciary LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth approximately $29,000. Advantage Trust Co acquired a new position in shares of Vanguard Tax-Exempt Bond ETF in the fourth quarter worth $42,000. Cromwell Holdings LLC purchased a new stake in shares of Vanguard Tax-Exempt Bond ETF during the fourth quarter worth $48,000. Peterson Wealth Services acquired a new stake in Vanguard Tax-Exempt Bond ETF during the fourth quarter valued at $80,000. Finally, New Republic Capital LLC purchased a new position in Vanguard Tax-Exempt Bond ETF in the fourth quarter valued at about $83,000.

Vanguard Tax-Exempt Bond ETF Stock Down 0.0 %

VTEB opened at $49.81 on Thursday. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $49.49 and a fifty-two week high of $51.17. The business has a 50-day moving average of $50.09 and a 200-day moving average of $50.43.

Vanguard Tax-Exempt Bond ETF Increases Dividend

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

Vanguard Tax-Exempt Bond ETF Profile

(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.