Capstone Financial Advisors Inc. decreased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 22.0% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 129,470 shares of the company’s stock after selling 36,464 shares during the period. Vanguard Tax-Exempt Bond ETF accounts for about 0.3% of Capstone Financial Advisors Inc.’s investment portfolio, making the stock its 28th largest position. Capstone Financial Advisors Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $6,549,000 at the end of the most recent reporting period.
A number of other hedge funds have also modified their holdings of VTEB. Rothschild Investment LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 653.8% during the 4th quarter. Rothschild Investment LLC now owns 490 shares of the company’s stock valued at $25,000 after purchasing an additional 425 shares during the period. JPL Wealth Management LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth $25,000. Nepc LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF in the 4th quarter worth $34,000. Measured Wealth Private Client Group LLC bought a new stake in Vanguard Tax-Exempt Bond ETF during the third quarter valued at about $37,000. Finally, Arlington Trust Co LLC purchased a new position in shares of Vanguard Tax-Exempt Bond ETF in the second quarter valued at about $38,000.
Vanguard Tax-Exempt Bond ETF Trading Down 0.5%
NYSEARCA:VTEB opened at $48.61 on Thursday. Vanguard Tax-Exempt Bond ETF has a 12-month low of $48.59 and a 12-month high of $51.18. The stock has a 50-day moving average price of $49.71 and a 200 day moving average price of $50.09.
Vanguard Tax-Exempt Bond ETF Company 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.
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