Mallini Complete Financial Planning LLC Has $12.34 Million Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB

Mallini Complete Financial Planning LLC lifted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 245,332 shares of the company’s stock after acquiring an additional 11,437 shares during the period. Vanguard Tax-Exempt Bond ETF makes up approximately 9.9% of Mallini Complete Financial Planning LLC’s holdings, making the stock its 4th biggest holding. Mallini Complete Financial Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $12,338,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Jane Street Group LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 1,498.4% in the 1st quarter. Jane Street Group LLC now owns 187,400 shares of the company’s stock valued at $9,299,000 after buying an additional 175,676 shares in the last quarter. Rockefeller Capital Management L.P. lifted its holdings in Vanguard Tax-Exempt Bond ETF by 24.5% during the second quarter. Rockefeller Capital Management L.P. now owns 181,432 shares of the company’s stock worth $8,896,000 after acquiring an additional 35,725 shares in the last quarter. Lodestone Wealth Management LLC acquired a new position in Vanguard Tax-Exempt Bond ETF in the second quarter valued at about $243,000. JPMorgan Chase & Co. grew its stake in Vanguard Tax-Exempt Bond ETF by 39.8% in the second quarter. JPMorgan Chase & Co. now owns 108,048,493 shares of the company’s stock valued at $5,297,618,000 after acquiring an additional 30,774,028 shares during the period. Finally, Seeds Investor LLC increased its holdings in shares of Vanguard Tax-Exempt Bond ETF by 44.8% in the second quarter. Seeds Investor LLC now owns 184,335 shares of the company’s stock worth $9,038,000 after acquiring an additional 57,042 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1%

NYSEARCA VTEB opened at $50.23 on Friday. Vanguard Tax-Exempt Bond ETF has a one year low of $47.02 and a one year high of $51.18. The stock’s 50-day moving average is $50.62 and its 200-day moving average is $50.35.

Vanguard Tax-Exempt Bond ETF Increases Dividend

The business also recently announced a monthly dividend, which was paid on Wednesday, March 4th. Shareholders of record on Monday, March 2nd were issued a dividend of $0.1487 per share. This is an increase from Vanguard Tax-Exempt Bond ETF’s previous monthly dividend of $0.14. The ex-dividend date was Monday, March 2nd. This represents a c) annualized dividend and a yield of 3.6%.

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.