Oak Wealth Advisors LLC Boosts Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Oak Wealth Advisors LLC increased its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 32.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,424 shares of the company’s stock after purchasing an additional 9,205 shares during the period. Vanguard Tax-Exempt Bond ETF makes up approximately 1.4% of Oak Wealth Advisors LLC’s holdings, making the stock its 13th biggest position. Oak Wealth Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $1,857,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of VTEB. GenTrust LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 28.6% during the first quarter. GenTrust LLC now owns 916,268 shares of the company’s stock valued at $45,465,000 after acquiring an additional 203,855 shares in the last quarter. Allodium Investment Consultants LLC boosted its stake in Vanguard Tax-Exempt Bond ETF by 2.3% during the 1st quarter. Allodium Investment Consultants LLC now owns 52,942 shares of the company’s stock valued at $2,627,000 after purchasing an additional 1,196 shares during the last quarter. Balefire LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF during the 1st quarter valued at $363,000. KPP Advisory Services LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the 1st quarter worth $236,000. Finally, Sequoia Financial Advisors LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 4.9% in the first quarter. Sequoia Financial Advisors LLC now owns 1,611,562 shares of the company’s stock worth $79,966,000 after purchasing an additional 75,615 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Trading Down 0.0%

NYSEARCA VTEB opened at $48.90 on Thursday. Vanguard Tax-Exempt Bond ETF has a one year low of $47.02 and a one year high of $51.17. The stock has a 50-day moving average of $48.82 and a 200 day moving average of $49.53.

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.