Frisco Financial Planning LLC increased its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 10.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 305,744 shares of the company’s stock after buying an additional 29,077 shares during the period. Vanguard Tax-Exempt Bond ETF comprises 11.7% of Frisco Financial Planning LLC’s portfolio, making the stock its 2nd largest holding. Frisco Financial Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $15,465,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also modified their holdings of the company. Rothschild Investment LLC raised its holdings in Vanguard Tax-Exempt Bond ETF by 653.8% in the 4th quarter. Rothschild Investment LLC now owns 490 shares of the company’s stock valued at $25,000 after acquiring an additional 425 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF during the third quarter worth $25,000. Nepc LLC acquired a new position in Vanguard Tax-Exempt Bond ETF in the fourth quarter valued at $34,000. Measured Wealth Private Client Group LLC purchased a new position in Vanguard Tax-Exempt Bond ETF during the third quarter worth about $37,000. Finally, Global Trust Asset Management LLC lifted its position in Vanguard Tax-Exempt Bond ETF by 117.6% during the first quarter. Global Trust Asset Management LLC now owns 925 shares of the company’s stock worth $46,000 after buying an additional 500 shares during the period.
Vanguard Tax-Exempt Bond ETF Stock Performance
VTEB opened at $49.52 on Tuesday. Vanguard Tax-Exempt Bond ETF has a 12 month low of $48.76 and a 12 month high of $51.18. The business has a 50-day moving average of $50.22 and a two-hundred day moving average of $50.31.
About Vanguard Tax-Exempt Bond ETF
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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