Wrenne Financial Planning LLC Has $2.30 Million Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Wrenne Financial Planning LLC cut its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 1.6% in the third quarter, Holdings Channel.com reports. The fund owned 44,921 shares of the company’s stock after selling 731 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up about 1.4% of Wrenne Financial Planning LLC’s investment portfolio, making the stock its 16th largest position. Wrenne Financial Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $2,296,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in VTEB. Linscomb Wealth Inc. increased its position in Vanguard Tax-Exempt Bond ETF by 24.0% during the first quarter. Linscomb Wealth Inc. now owns 33,240 shares of the company’s stock worth $1,682,000 after buying an additional 6,435 shares during the last quarter. LRI Investments LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF during the 1st quarter worth about $172,000. Kestra Advisory Services LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 34.7% during the 1st quarter. Kestra Advisory Services LLC now owns 313,055 shares of the company’s stock worth $15,841,000 after acquiring an additional 80,606 shares in the last quarter. Fairview Capital Investment Management LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 1.1% during the 1st quarter. Fairview Capital Investment Management LLC now owns 42,500 shares of the company’s stock worth $2,150,000 after acquiring an additional 450 shares in the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 7.7% during the 1st quarter. Beaird Harris Wealth Management LLC now owns 886,412 shares of the company’s stock worth $44,852,000 after acquiring an additional 63,062 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

NYSEARCA:VTEB opened at $50.56 on Friday. Vanguard Tax-Exempt Bond ETF has a 12 month low of $49.31 and a 12 month high of $51.17. The company’s 50 day moving average is $50.67 and its 200-day moving average is $50.47.

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.