Moneywise Inc. Sells 17,825 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Moneywise Inc. trimmed its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 19.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 73,431 shares of the company’s stock after selling 17,825 shares during the period. Vanguard Tax-Exempt Bond ETF accounts for approximately 1.5% of Moneywise Inc.’s portfolio, making the stock its 19th largest holding. Moneywise Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $3,693,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. PFG Investments LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 1.3% during the fourth quarter. PFG Investments LLC now owns 15,902 shares of the company’s stock valued at $800,000 after purchasing an additional 198 shares during the period. Quantum Financial Planning Services Inc. grew its holdings in Vanguard Tax-Exempt Bond ETF by 2.1% during the fourth quarter. Quantum Financial Planning Services Inc. now owns 9,559 shares of the company’s stock valued at $481,000 after purchasing an additional 199 shares during the period. James Investment Research Inc. grew its holdings in Vanguard Tax-Exempt Bond ETF by 0.7% during the third quarter. James Investment Research Inc. now owns 29,033 shares of the company’s stock valued at $1,454,000 after purchasing an additional 200 shares during the period. Jordan Park Trust Co LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 1.8% during the fourth quarter. Jordan Park Trust Co LLC now owns 11,604 shares of the company’s stock valued at $584,000 after purchasing an additional 200 shares during the period. Finally, Bridgewealth Advisory Group LLC lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 4.1% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 5,114 shares of the company’s stock worth $257,000 after acquiring an additional 200 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

NYSEARCA:VTEB opened at $50.10 on Thursday. The stock’s fifty day moving average price is $50.21 and its two-hundred day moving average price is $50.39. Vanguard Tax-Exempt Bond ETF has a 1 year low of $48.46 and a 1 year high of $51.18.

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.