Bernardo Wealth Planning LLC Has $1.33 Million Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Bernardo Wealth Planning LLC cut its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEBFree Report) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 26,693 shares of the company’s stock after selling 308 shares during the period. Bernardo Wealth Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $1,327,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. My Legacy Advisors LLC raised its position in Vanguard Tax-Exempt Bond ETF by 10.7% in the fourth quarter. My Legacy Advisors LLC now owns 63,791 shares of the company’s stock valued at $3,176,000 after purchasing an additional 6,156 shares during the last quarter. Astoria Portfolio Advisors LLC. raised its holdings in Vanguard Tax-Exempt Bond ETF by 24.9% in the 4th quarter. Astoria Portfolio Advisors LLC. now owns 15,402 shares of the company’s stock valued at $763,000 after buying an additional 3,075 shares during the last quarter. Orgel Wealth Management LLC boosted its position in Vanguard Tax-Exempt Bond ETF by 2.5% during the 4th quarter. Orgel Wealth Management LLC now owns 2,550,303 shares of the company’s stock worth $127,847,000 after buying an additional 62,184 shares during the period. Trust Co. of Vermont bought a new stake in Vanguard Tax-Exempt Bond ETF during the 4th quarter worth approximately $706,000. Finally, CGN Advisors LLC increased its position in Vanguard Tax-Exempt Bond ETF by 25.3% in the 4th quarter. CGN Advisors LLC now owns 203,050 shares of the company’s stock valued at $10,179,000 after acquiring an additional 41,055 shares during the period.

Vanguard Tax-Exempt Bond ETF Trading Up 0.2 %

Shares of NYSEARCA:VTEB opened at $49.94 on Friday. Vanguard Tax-Exempt Bond ETF has a 52 week low of $49.49 and a 52 week high of $51.17. The firm’s fifty day moving average is $50.38 and its 200-day moving average is $50.56.

Vanguard Tax-Exempt Bond ETF 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.

See Also

Institutional Ownership by Quarter for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

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