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In Q2 2025, some firms adjusted holdings in the Vanguard Tax-Exempt Bond ETF (VTEB), with RTD Financial Advisors increasing its stake.
In the second quarter of 2025, several financial firms adjusted their positions in the Vanguard Tax-Exempt Bond ETF (VTEB), which holds investment-grade municipal bonds exempt from federal income tax and the Alternative Minimum Tax.
RTD Financial Advisors increased its stake by 12.4%, owning 195,551 shares valued at about $9.59 million, while Boyd Wealth Management and Opal Wealth Advisors reduced their holdings.
VTEB, launched in 2015 and managed by Vanguard, traded around $50.13 in early September with a 52-week range of $47.02 to $51.17.
Other firms, including Oppenheimer & Co. Inc., also made changes to their VTEB positions during the period.
En el segundo trimestre de 2025, algunas empresas ajustaron sus participaciones en el ETF de bonos exentos de impuestos Vanguard (VTEB), y RTD Financial Advisors aumentó su participación.