Financial Perspectives Inc Has $236,000 Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Financial Perspectives Inc reduced its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 28.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,661 shares of the company’s stock after selling 1,842 shares during the period. Financial Perspectives Inc’s holdings in Vanguard Tax-Exempt Bond ETF were worth $236,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Curbstone Financial Management Corp boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 2.0% in the 1st quarter. Curbstone Financial Management Corp now owns 10,450 shares of the company’s stock valued at $529,000 after purchasing an additional 200 shares in the last quarter. Perennial Advisors LLC raised its stake in Vanguard Tax-Exempt Bond ETF by 0.7% during the 1st quarter. Perennial Advisors LLC now owns 30,568 shares of the company’s stock worth $1,547,000 after buying an additional 204 shares during the period. TriaGen Wealth Management LLC lifted its position in Vanguard Tax-Exempt Bond ETF by 1.0% in the 4th quarter. TriaGen Wealth Management LLC now owns 21,112 shares of the company’s stock valued at $1,078,000 after acquiring an additional 206 shares in the last quarter. Vicus Capital boosted its holdings in Vanguard Tax-Exempt Bond ETF by 0.3% during the 1st quarter. Vicus Capital now owns 60,058 shares of the company’s stock worth $3,039,000 after acquiring an additional 206 shares during the last quarter. Finally, RMR Wealth Builders lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 2.7% during the 1st quarter. RMR Wealth Builders now owns 9,013 shares of the company’s stock worth $456,000 after buying an additional 235 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of NYSEARCA VTEB traded up $0.09 during trading hours on Thursday, reaching $50.16. 2,498,238 shares of the stock traded hands, compared to its average volume of 4,146,508. The company’s 50-day simple moving average is $50.05 and its two-hundred day simple moving average is $50.40. Vanguard Tax-Exempt Bond ETF has a 52-week low of $47.14 and a 52-week high of $51.15.

Vanguard Tax-Exempt Bond ETF Company 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.