Holos Integrated Wealth LLC Makes New $544,000 Investment in Vanguard Tax-Exempt Bond ETF $VTEB

Posted by on Mar 20th, 2026

Holos Integrated Wealth LLC bought a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 10,800 shares of the company’s stock, valued at approximately $544,000.

Other hedge funds also recently modified their holdings of the company. JPL Wealth Management LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF during the third quarter worth approximately $25,000. Fairway Wealth LLC acquired a new position in Vanguard Tax-Exempt Bond ETF in the third quarter valued at approximately $28,000. Lowe Wealth Advisors LLC bought a new position in Vanguard Tax-Exempt Bond ETF in the third quarter valued at approximately $29,000. United Financial Planning Group LLC bought a new position in Vanguard Tax-Exempt Bond ETF in the third quarter valued at approximately $29,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF during the 3rd quarter worth $37,000.

Vanguard Tax-Exempt Bond ETF Trading Down 0.1%

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $50.23 on Friday. The firm has a fifty day moving average of $50.62 and a two-hundred day moving average of $50.35. Vanguard Tax-Exempt Bond ETF has a 52 week low of $47.02 and a 52 week high of $51.18.

Vanguard Tax-Exempt Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were issued a $0.1487 dividend. This is a boost from Vanguard Tax-Exempt Bond ETF’s previous monthly dividend of $0.14. This represents a c) dividend on an annualized basis and a yield of 3.6%. The ex-dividend date was Monday, March 2nd.

About Vanguard Tax-Exempt Bond ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding VTEB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report).

Institutional Ownership by Quarter for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

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