Vanguard Tax-Exempt Bond ETF (VTEB)
Vanguard Tax-Exempt Bond ETF $VTEB Shares Purchased by Apella Capital LLC
Apella Capital LLC boosted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 5.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 504,194 shares of the company's stock after acquiring an additional 26,249 shares during the quarter.
Anderson Hoagland & Co. Has $8.76 Million Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB
Anderson Hoagland and Co. cut its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 44.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 173,207 shares of the company's stock after selling 138,559 shares during
The IRS Can't Touch This Fund's 3.4% Yield
If you own the Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB), the pitch that sold you is easy to defend.
Bank of New York Mellon Corp Acquires 319,117 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Bank of New York Mellon Corp increased its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 21.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,804,894 shares of the company's stock after purchasing an
VTEB: A Low-Cost Tax-Exempt Fund Retaining Appeal With Intermediate Duration
Vanguard Tax-Exempt Bond ETF offers a compelling, ultra-low-cost, tax-exempt fixed-income allocation with an intermediate duration profile. VTEB's ~3.5% tax-exempt yield translates to a tax-equivalent yield of ~5.6–5.9% for top-bracket investors, outpacing comparable Treasury ETFs. The fund's intermediate duration strikes a balance between yield and interest-rate risk amid current market uncertainty and a volatile rate trajectory.
Eaton Cambridge Inc. Has $3.11 Million Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB
Eaton Cambridge Inc. lifted its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 25.5% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 62,311 shares of the company's stock after purchasing an additional 12,665 shares during the period. Vanguard Tax-Exempt Bond
How a Couple With $1 Million in Retirement Can Build a Tax-Efficient $2,392 Monthly Income Stream Using 2 Vanguard ETFs
A 50/50 VYM/VTEB portfolio with $1 million in principal would currently generate approximately $28,700 annually, or roughly $2,392 per month, before taxes where applicable, and before any future changes in fund distributions.
A Million-Dollar Portfolio. Two Vanguard Funds.
There is an old saying in investing that a portfolio is like a bar of soap: the more you touch it, the smaller it gets.
Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise
A physician in California earning $500,000 a year hands roughly half of every dollar of taxable investment income to the government. That math is quietly pushing high-earning professionals toward municipal bonds right now, and the window for this trade is as wide as it has been in over a decade. The Tax Problem High Earners... Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise
Vanguard Tax-Exempt Bond ETF $VTEB Stake Lowered by Earned Wealth Advisors LLC
Earned Wealth Advisors LLC cut its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 12.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 232,126 shares of the company's stock after selling 33,198 shares during the quarter. Earned Wealth Advisors LLC's holdings
Davidson Investment Advisors Acquires 10,009 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Davidson Investment Advisors grew its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.8% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 371,923 shares of the company's stock after purchasing an additional 10,009 shares during the period. Davidson Investment Advisors' holdings
VTEB: Simple Municipal Bond Index ETF, Weak Investment Thesis, Better Choices Out There
VTEB is one of the largest municipal bond ETFs in the market, with a tax-advantaged 3.3% dividend yield. VTEB holds high-quality, AA-rated municipal bonds with moderate-to-high rate risk and minimal. Although the headline yield is low, after-tax income seems above-average, at least for investors in taxable accounts in the higher tax brackets. VTEB compares unfavorably to several of its peers, including FLMI and BOXX.
Farther Finance Advisors LLC Acquires 58,878 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Farther Finance Advisors LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 40.4% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 204,543 shares of the company's stock after acquiring an additional 58,878 shares during the quarter.
VTEB: Hold The Best-In-Class Muni-Vehicle With Currently Capped Upside
Vanguard Tax-Exempt Bond ETF (VTEB) is initiated as a Hold, given a challenging macro environment and limited outperformance versus broad fixed income benchmarks. VTEB offers high credit quality, extreme diversification, and a low 3 bp expense ratio, with a 3.46% SEC yield translating to a 5.85% TEY for top tax brackets. Current yield curve dynamics make VTEB's intermediate duration less attractive; long-end munis offer better relative value for new allocations.
Cliftonlarsonallen Wealth Advisors LLC Acquires 232,640 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Cliftonlarsonallen Wealth Advisors LLC grew its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 4.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,599,510 shares of the company's stock after purchasing an additional 232,640 shares during the period. Vanguard Tax-Exempt
Bear Mountain Capital Inc. Boosts Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB
Bear Mountain Capital Inc. grew its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 418.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,548 shares of the company's stock after buying an additional 82,764 shares during the quarter. Vanguard
Apella Capital LLC Buys 44,649 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Apella Capital LLC grew its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 11.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 434,264 shares of the company's stock after acquiring an additional 44,649 shares during the period. Apella
Brookstone Capital Management Boosts Holdings in Vanguard Tax-Exempt Bond ETF $VTEB
Brookstone Capital Management boosted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 11.3% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 506,744 shares of the company's stock after purchasing an additional 51,388 shares during the quarter. Brookstone Capital Management
Chesley Taft & Associates LLC Grows Position in Vanguard Tax-Exempt Bond ETF $VTEB
Chesley Taft and Associates LLC raised its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 18.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 150,812 shares of the company's stock after buying an additional 23,425 shares
Enclave Advisors LLC Has $2.24 Million Stake in Vanguard Tax-Exempt Bond ETF $VTEB
Enclave Advisors LLC lowered its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 28.7% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,533 shares of the company's stock after selling 17,935 shares during the quarter. Enclave Advisors LLC's holdings