Avantax Planning Partners Inc. Acquires 30,334 Shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI

Avantax Planning Partners Inc. raised its holdings in Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI) by 19.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 190,307 shares of the company’s stock after buying an additional 30,334 shares during the period. Avantax Planning Partners Inc. owned 3.15% of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $19,019,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. DiNuzzo Private Wealth Inc. raised its holdings in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 13.6% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 828 shares of the company’s stock worth $84,000 after acquiring an additional 99 shares in the last quarter. Paragon Capital Management Ltd grew its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 0.7% in the fourth quarter. Paragon Capital Management Ltd now owns 17,562 shares of the company’s stock valued at $1,771,000 after purchasing an additional 115 shares in the last quarter. Freedom Investment Management Inc. grew its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 0.9% in the fourth quarter. Freedom Investment Management Inc. now owns 14,479 shares of the company’s stock valued at $1,460,000 after purchasing an additional 125 shares in the last quarter. Bryn Mawr Trust Advisors LLC increased its position in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF by 1.8% during the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 10,872 shares of the company’s stock worth $1,087,000 after purchasing an additional 195 shares during the last quarter. Finally, North Star Investment Management Corp. increased its position in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF by 41.0% during the 1st quarter. North Star Investment Management Corp. now owns 819 shares of the company’s stock worth $82,000 after purchasing an additional 238 shares during the last quarter.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Trading Down 0.1%

Shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock opened at $100.42 on Tuesday. The business’s 50 day moving average is $100.55 and its 200-day moving average is $100.94. Vanguard Intermediate-Term Tax-Exempt Bond ETF has a 12-month low of $97.87 and a 12-month high of $102.66.

About Vanguard Intermediate-Term Tax-Exempt Bond ETF

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.