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

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

Several other hedge funds and other institutional investors have also made changes to their positions in VTEB. Safe Harbor Fiduciary LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the third quarter worth $29,000. Bogart Wealth LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 2,942.1% in the 3rd quarter. Bogart Wealth LLC now owns 578 shares of the company’s stock valued at $30,000 after purchasing an additional 559 shares in the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of Vanguard Tax-Exempt Bond ETF during the second quarter worth about $41,000. Rise Advisors LLC grew its stake in Vanguard Tax-Exempt Bond ETF by 235.1% in the third quarter. Rise Advisors LLC now owns 1,099 shares of the company’s stock worth $56,000 after purchasing an additional 771 shares in the last quarter. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in Vanguard Tax-Exempt Bond ETF by 131.4% during the third quarter. Moisand Fitzgerald Tamayo LLC now owns 1,141 shares of the company’s stock valued at $58,000 after buying an additional 648 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of VTEB traded down $0.21 during mid-day trading on Friday, hitting $49.71. The stock had a trading volume of 6,441,634 shares, compared to its average volume of 4,804,638. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $49.54 and a fifty-two week high of $51.17. The company’s fifty day simple moving average is $50.44 and its two-hundred day simple moving average is $50.57.

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.