Trinity Financial Advisors LLC Increases Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Trinity Financial Advisors LLC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 24.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 108,424 shares of the company’s stock after acquiring an additional 21,583 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up about 2.1% of Trinity Financial Advisors LLC’s holdings, making the stock its 16th biggest position. Trinity Financial Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $5,443,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Heartwood Wealth Advisors LLC raised its position in Vanguard Tax-Exempt Bond ETF by 1.0% during the 4th quarter. Heartwood Wealth Advisors LLC now owns 369,850 shares of the company’s stock worth $18,541,000 after buying an additional 3,733 shares during the last quarter. ORG Wealth Partners LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF in the 4th quarter valued at approximately $267,000. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 35.6% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 2,041,612 shares of the company’s stock valued at $104,367,000 after buying an additional 535,526 shares during the period. Fulton Bank N.A. boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 59.1% in the fourth quarter. Fulton Bank N.A. now owns 58,418 shares of the company’s stock valued at $2,928,000 after buying an additional 21,702 shares in the last quarter. Finally, Hilltop Wealth Advisors LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 7.9% during the fourth quarter. Hilltop Wealth Advisors LLC now owns 452,170 shares of the company’s stock worth $22,667,000 after acquiring an additional 33,040 shares during the period.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of NYSEARCA VTEB traded down $0.21 during trading on Friday, hitting $49.71. 6,441,634 shares of the company were exchanged, compared to its average volume of 4,804,638. Vanguard Tax-Exempt Bond ETF has a 1 year low of $49.54 and a 1 year high of $51.17. The firm’s fifty day moving average price is $50.44 and its 200 day moving average price is $50.57.

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.