Vishria Bird Financial Group LLC Has $6.20 Million Stock Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Vishria Bird Financial Group LLC lowered its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 0.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 123,634 shares of the company’s stock after selling 684 shares during the period. Vanguard Tax-Exempt Bond ETF comprises about 2.2% of Vishria Bird Financial Group LLC’s investment portfolio, making the stock its 16th biggest holding. Vishria Bird Financial Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $6,198,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. Wealth Management Resources Inc. raised its position in Vanguard Tax-Exempt Bond ETF by 68.5% during the fourth quarter. Wealth Management Resources Inc. now owns 17,217 shares of the company’s stock valued at $863,000 after acquiring an additional 7,000 shares in the last quarter. Eclectic Associates Inc. ADV increased its stake in shares of Vanguard Tax-Exempt Bond ETF by 5.3% during the 4th quarter. Eclectic Associates Inc. ADV now owns 19,187 shares of the company’s stock worth $962,000 after purchasing an additional 972 shares during the last quarter. CX Institutional raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 22.9% during the 4th quarter. CX Institutional now owns 463,676 shares of the company’s stock valued at $23,244,000 after purchasing an additional 86,391 shares in the last quarter. RFG Advisory LLC lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 4.8% in the 4th quarter. RFG Advisory LLC now owns 172,742 shares of the company’s stock valued at $8,660,000 after purchasing an additional 7,939 shares during the last quarter. Finally, ONE Advisory Partners LLC boosted its holdings in Vanguard Tax-Exempt Bond ETF by 2.7% in the fourth quarter. ONE Advisory Partners LLC now owns 151,725 shares of the company’s stock worth $7,606,000 after purchasing an additional 3,973 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

NYSEARCA VTEB opened at $50.00 on Friday. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $49.49 and a fifty-two week high of $51.17. The stock’s 50-day moving average is $50.34 and its two-hundred day moving average is $50.55.

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.