OLIO Financial Planning decreased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 68,918 shares of the company’s stock after selling 5,777 shares during the period. Vanguard Tax-Exempt Bond ETF makes up 1.2% of OLIO Financial Planning’s investment portfolio, making the stock its 11th largest holding. OLIO Financial Planning’s holdings in Vanguard Tax-Exempt Bond ETF were worth $3,455,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in VTEB. Charles Schwab Investment Management Inc. boosted its stake in Vanguard Tax-Exempt Bond ETF by 3.3% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 31,559,694 shares of the company’s stock worth $1,613,332,000 after buying an additional 1,003,475 shares during the last quarter. Creative Planning raised its position in Vanguard Tax-Exempt Bond ETF by 3.2% in the second quarter. Creative Planning now owns 25,601,034 shares of the company’s stock valued at $1,282,868,000 after purchasing an additional 796,659 shares during the period. Raymond James & Associates grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 0.4% in the third quarter. Raymond James & Associates now owns 17,969,381 shares of the company’s stock valued at $918,595,000 after buying an additional 75,969 shares in the last quarter. Franklin Resources Inc. lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 18.2% during the third quarter. Franklin Resources Inc. now owns 5,322,215 shares of the company’s stock worth $269,411,000 after purchasing an additional 818,486 shares in the last quarter. Finally, LPL Financial LLC increased its stake in Vanguard Tax-Exempt Bond ETF by 9.5% during the 3rd quarter. LPL Financial LLC now owns 4,990,070 shares of the company’s stock worth $255,092,000 after buying an additional 433,676 shares during the period.
Vanguard Tax-Exempt Bond ETF Stock Up 0.1 %
Shares of VTEB opened at $50.00 on Monday. The business’s 50 day moving average is $50.34 and its two-hundred day moving average is $50.55. Vanguard Tax-Exempt Bond ETF has a 52-week low of $49.49 and a 52-week high of $51.17.
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.
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