Wheelhouse Advisory Group LLC lifted its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 27.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,730 shares of the company’s stock after purchasing an additional 10,235 shares during the period. Vanguard Tax-Exempt Bond ETF comprises 0.8% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 15th largest position. Wheelhouse Advisory Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $2,381,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also made changes to their positions in VTEB. Rothschild Investment LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 653.8% during the fourth quarter. Rothschild Investment LLC now owns 490 shares of the company’s stock worth $25,000 after acquiring an additional 425 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of Vanguard Tax-Exempt Bond ETF in the third quarter worth about $25,000. United Financial Planning Group LLC purchased a new position in Vanguard Tax-Exempt Bond ETF in the third quarter valued at about $29,000. Nepc LLC purchased a new position in Vanguard Tax-Exempt Bond ETF in the fourth quarter valued at about $34,000. Finally, Measured Wealth Private Client Group LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF during the 3rd quarter valued at approximately $37,000.
Vanguard Tax-Exempt Bond ETF Stock Performance
Shares of NYSEARCA VTEB opened at $50.58 on Wednesday. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $48.46 and a fifty-two week high of $51.18. The business has a 50 day moving average price of $50.27 and a two-hundred day moving average price of $50.36.
Vanguard Tax-Exempt Bond ETF Company Profile
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.
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