RCS Financial Planning LLC Grows Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

RCS Financial Planning LLC raised its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 86.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 67,385 shares of the company’s stock after purchasing an additional 31,243 shares during the period. Vanguard Tax-Exempt Bond ETF accounts for about 1.8% of RCS Financial Planning LLC’s portfolio, making the stock its 13th largest position. RCS Financial Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $3,378,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Merkkuri Wealth Advisors LLC increased its holdings in Vanguard Tax-Exempt Bond ETF by 1.8% during the third quarter. Merkkuri Wealth Advisors LLC now owns 11,451 shares of the company’s stock valued at $585,000 after buying an additional 202 shares during the period. FSC Wealth Advisors LLC increased its holdings in shares of Vanguard Tax-Exempt Bond ETF by 3.3% in the 4th quarter. FSC Wealth Advisors LLC now owns 6,842 shares of the company’s stock valued at $343,000 after acquiring an additional 216 shares during the period. Cypress Wealth Services LLC increased its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.7% in the 4th quarter. Cypress Wealth Services LLC now owns 31,684 shares of the company’s stock valued at $1,588,000 after acquiring an additional 223 shares during the period. Magnus Financial Group LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 2.0% in the 3rd quarter. Magnus Financial Group LLC now owns 11,979 shares of the company’s stock worth $612,000 after acquiring an additional 234 shares in the last quarter. Finally, Beta Wealth Group Inc. lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 0.6% during the 3rd quarter. Beta Wealth Group Inc. now owns 39,237 shares of the company’s stock worth $2,006,000 after purchasing an additional 234 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1 %

Shares of VTEB stock opened at $50.18 on Wednesday. The stock’s 50-day moving average is $50.32 and its 200 day moving average is $50.55. Vanguard Tax-Exempt Bond ETF has a 1-year low of $49.49 and a 1-year high of $51.17.

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.