Moller Wealth Partners Reduces Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

by · The Markets Daily

Moller Wealth Partners lowered its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 360,832 shares of the company’s stock after selling 4,886 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises 3.9% of Moller Wealth Partners’ holdings, making the stock its 10th largest holding. Moller Wealth Partners’ holdings in Vanguard Tax-Exempt Bond ETF were worth $17,692,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. Sunflower Bank N.A. boosted its position in Vanguard Tax-Exempt Bond ETF by 5.2% during the second quarter. Sunflower Bank N.A. now owns 855,462 shares of the company’s stock valued at $41,943,000 after purchasing an additional 42,572 shares in the last quarter. Breakwater Investment Management boosted its position in Vanguard Tax-Exempt Bond ETF by 45.5% during the second quarter. Breakwater Investment Management now owns 19,814 shares of the company’s stock valued at $971,000 after purchasing an additional 6,200 shares in the last quarter. Dynamic Advisor Solutions LLC boosted its position in Vanguard Tax-Exempt Bond ETF by 3.0% during the second quarter. Dynamic Advisor Solutions LLC now owns 56,146 shares of the company’s stock valued at $2,753,000 after purchasing an additional 1,656 shares in the last quarter. Lincoln Capital Corp boosted its position in Vanguard Tax-Exempt Bond ETF by 2.2% during the second quarter. Lincoln Capital Corp now owns 17,296 shares of the company’s stock valued at $848,000 after purchasing an additional 373 shares in the last quarter. Finally, OLIO Financial Planning boosted its position in Vanguard Tax-Exempt Bond ETF by 39.8% during the second quarter. OLIO Financial Planning now owns 95,448 shares of the company’s stock valued at $4,680,000 after purchasing an additional 27,192 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Up 0.1%

Shares of VTEB stock opened at $50.17 on Thursday. Vanguard Tax-Exempt Bond ETF has a 1-year low of $47.02 and a 1-year high of $51.17. The stock’s 50-day moving average is $49.00 and its 200 day moving average is $49.04.

Vanguard Tax-Exempt Bond ETF Company 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.

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