Cardiff Park Advisors LLC Has $10.57 Million Position in Vanguard Tax-Exempt Bond ETF $VTEB

Cardiff Park Advisors LLC cut its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 16.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 211,848 shares of the company’s stock after selling 40,577 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises 0.8% of Cardiff Park Advisors LLC’s portfolio, making the stock its 27th largest position. Cardiff Park Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $10,569,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Rothschild Investment LLC lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 653.8% in the 4th quarter. Rothschild Investment LLC now owns 490 shares of the company’s stock valued at $25,000 after purchasing an additional 425 shares during the period. JPL Wealth Management LLC acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF during the third quarter worth $25,000. Nepc LLC acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF during the fourth quarter worth $34,000. Measured Wealth Private Client Group LLC bought a new stake in Vanguard Tax-Exempt Bond ETF in the third quarter valued at about $37,000. Finally, Global Trust Asset Management LLC increased its holdings in Vanguard Tax-Exempt Bond ETF by 117.6% in the first quarter. Global Trust Asset Management LLC now owns 925 shares of the company’s stock valued at $46,000 after purchasing an additional 500 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

NYSEARCA:VTEB opened at $49.61 on Monday. Vanguard Tax-Exempt Bond ETF has a 1-year low of $48.50 and a 1-year high of $51.18. The business’s 50-day moving average price is $50.24 and its two-hundred day moving average price is $50.35.

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.