One Wealth Advisors LLC reduced its position in the Vanguard Tax-Exempt Bond ETF by 8.5% during the second quarter of this year. The sale of 46,816 shares leaves the firm holding 502,680 shares, comprising 3.4% of its overall portfolio. This shift underscores a notable update in the firm’s investment strategy.
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Vanguard Tax-Exempt Bond ETF $VTEB Stock Holdings Decreased by One Wealth Advisors LLC
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Key Takeaways:
- One Wealth Advisors LLC decreased its VTEB holdings by 8.5%.
- The firm sold 46,816 shares in the second quarter.
- Its total holdings now stand at 502,680 shares.
- VTEB makes up 3.4% of the firm’s portfolio.
Context of the Reduction
One Wealth Advisors LLC recently lowered its position in Vanguard Tax-Exempt Bond ETF (VTEB), selling 46,816 shares. This transaction, carried out during the second quarter, resulted in an overall reduction of 8.5% in the firm’s holdings.
Impact on One Wealth Advisors LLC’s Portfolio
Following the sale, One Wealth Advisors LLC retains 502,680 shares of VTEB. According to the disclosure, these holdings represent 3.4% of the firm’s overall investment portfolio, indicating that the ETF remains a noteworthy component of its assets.
Why This Matters
The Vanguard Tax-Exempt Bond ETF is known for its focus on municipal bonds that generate federally tax-exempt income. With the firm’s decision to trim its holdings in VTEB, interested observers of the municipal bond market may find it illustrative of shifting strategies or rebalancing within broader investment portfolios.
Looking Forward
Beyond the reported sale, no additional information was provided regarding One Wealth Advisors LLC’s future investment plans. The decrease in VTEB holdings stands as a snapshot of the firm’s portfolio strategy during the second quarter of 2025. Further disclosures could offer additional insights into how One Wealth Advisors LLC might position itself moving ahead.
