Oak Wealth Advisors LLC Purchases 5,158 Shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI

Oak Wealth Advisors LLC lifted its position in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI) by 42.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,393 shares of the company’s stock after purchasing an additional 5,158 shares during the period. Vanguard Intermediate-Term Tax-Exempt Bond ETF accounts for approximately 1.0% of Oak Wealth Advisors LLC’s investment portfolio, making the stock its 15th biggest holding. Oak Wealth Advisors LLC owned approximately 0.15% of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $1,754,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Envestnet Asset Management Inc. increased its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 10.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 322,879 shares of the company’s stock worth $32,394,000 after acquiring an additional 31,757 shares during the period. Aspire Private Capital LLC increased its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 42.2% during the 3rd quarter. Aspire Private Capital LLC now owns 103,351 shares of the company’s stock worth $10,369,000 after acquiring an additional 30,679 shares during the period. S.A. Mason LLC increased its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 856.9% during the 4th quarter. S.A. Mason LLC now owns 43,061 shares of the company’s stock worth $4,342,000 after acquiring an additional 38,561 shares during the period. Sprinkle Financial Consultants LLC bought a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 4th quarter worth $1,008,000. Finally, Apella Capital LLC bought a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 4th quarter worth $5,248,000.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Stock Performance

Vanguard Intermediate-Term Tax-Exempt Bond ETF stock opened at $100.61 on Tuesday. The stock’s fifty day moving average price is $100.43 and its two-hundred day moving average price is $100.94. Vanguard Intermediate-Term Tax-Exempt Bond ETF has a one year low of $97.67 and a one year high of $102.66.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Profile

The Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of tax-exempt investment grade debt issued by US state and local governments or agencies. The fund includes muni bonds with an effective maturity below 20 years. VTEI was launched on Jan 30, 2024 and is issued by Vanguard.