Vanguard Tax-Exempt Bond ETF $VTEB Shares Sold by Roth Financial Partners LLC

Roth Financial Partners LLC reduced its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 8.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 255,174 shares of the company’s stock after selling 22,510 shares during the period. Vanguard Tax-Exempt Bond ETF makes up approximately 4.5% of Roth Financial Partners LLC’s investment portfolio, making the stock its 8th biggest position. Roth Financial Partners LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $12,510,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the company. Breakwater Investment Management raised its position in Vanguard Tax-Exempt Bond ETF by 45.5% during the second quarter. Breakwater Investment Management now owns 19,814 shares of the company’s stock valued at $971,000 after purchasing an additional 6,200 shares in the last quarter. Dynamic Advisor Solutions LLC raised its position in Vanguard Tax-Exempt Bond ETF by 3.0% during the second quarter. Dynamic Advisor Solutions LLC now owns 56,146 shares of the company’s stock valued at $2,753,000 after purchasing an additional 1,656 shares in the last quarter. Lincoln Capital Corp raised its position in Vanguard Tax-Exempt Bond ETF by 2.2% during the second quarter. Lincoln Capital Corp now owns 17,296 shares of the company’s stock valued at $848,000 after purchasing an additional 373 shares in the last quarter. OLIO Financial Planning raised its position in Vanguard Tax-Exempt Bond ETF by 39.8% during the second quarter. OLIO Financial Planning now owns 95,448 shares of the company’s stock valued at $4,680,000 after purchasing an additional 27,192 shares in the last quarter. Finally, Chesley Taft & Associates LLC raised its position in Vanguard Tax-Exempt Bond ETF by 19.3% during the second quarter. Chesley Taft & Associates LLC now owns 128,868 shares of the company’s stock valued at $6,318,000 after purchasing an additional 20,863 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of VTEB opened at $50.17 on Thursday. Vanguard Tax-Exempt Bond ETF has a one year low of $47.02 and a one year high of $51.17. The firm has a 50 day simple moving average of $49.00 and a two-hundred day simple moving average of $49.04.

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.