IAM Advisory LLC Acquires Shares of 9,586 Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI

IAM Advisory LLC bought a new stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 9,586 shares of the company’s stock, valued at approximately $967,000.

Several other large investors have also made changes to their positions in the company. Seeds Investor LLC bought a new position in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 2nd quarter valued at about $484,000. Maia Wealth LLC grew its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 12.1% during the second quarter. Maia Wealth LLC now owns 6,861 shares of the company’s stock worth $676,000 after buying an additional 739 shares during the last quarter. Northwestern Mutual Wealth Management Co. bought a new stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the second quarter worth about $86,000. SCS Capital Management LLC acquired a new stake in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF during the second quarter worth approximately $433,000. Finally, Peapack Gladstone Financial Corp raised its stake in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF by 61.2% in the second quarter. Peapack Gladstone Financial Corp now owns 7,705 shares of the company’s stock valued at $759,000 after acquiring an additional 2,925 shares during the last quarter.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Price Performance

Shares of VTEI opened at $100.04 on Friday. Vanguard Intermediate-Term Tax-Exempt Bond ETF has a one year low of $95.00 and a one year high of $102.66. The business’s 50 day simple moving average is $101.65 and its 200-day simple moving average is $100.94.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Profile

The Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of tax-exempt investment grade debt issued by US state and local governments or agencies. The fund includes muni bonds with an effective maturity below 20 years. VTEI was launched on Jan 30, 2024 and is issued by Vanguard.