Brandywine Oak Private Wealth LLC Raises Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Brandywine Oak Private Wealth LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 80.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 191,871 shares of the company’s stock after purchasing an additional 85,587 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 0.9% of Brandywine Oak Private Wealth LLC’s investment portfolio, making the stock its 21st largest position. Brandywine Oak Private Wealth LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $9,407,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in VTEB. Wolff Wiese Magana LLC lifted its stake in Vanguard Tax-Exempt Bond ETF by 56.8% during the 2nd quarter. Wolff Wiese Magana LLC now owns 596 shares of the company’s stock worth $29,000 after acquiring an additional 216 shares in the last quarter. Physician Wealth Advisors Inc. lifted its stake in Vanguard Tax-Exempt Bond ETF by 3.0% during the 1st quarter. Physician Wealth Advisors Inc. now owns 7,701 shares of the company’s stock worth $382,000 after acquiring an additional 225 shares in the last quarter. SlateStone Wealth LLC lifted its stake in Vanguard Tax-Exempt Bond ETF by 1.7% during the 1st quarter. SlateStone Wealth LLC now owns 13,214 shares of the company’s stock worth $656,000 after acquiring an additional 225 shares in the last quarter. Valley Financial Group Inc. increased its holdings in Vanguard Tax-Exempt Bond ETF by 5.5% during the 1st quarter. Valley Financial Group Inc. now owns 4,449 shares of the company’s stock worth $221,000 after purchasing an additional 233 shares during the period. Finally, Naples Global Advisors LLC increased its holdings in Vanguard Tax-Exempt Bond ETF by 0.6% during the 2nd quarter. Naples Global Advisors LLC now owns 38,808 shares of the company’s stock worth $1,903,000 after purchasing an additional 250 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of NYSEARCA VTEB opened at $50.10 on Friday. The stock’s 50-day moving average is $49.46 and its two-hundred day moving average is $49.05. Vanguard Tax-Exempt Bond ETF has a 1-year low of $47.02 and a 1-year high of $51.09.

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.