Breakwater Investment Management Has $971,000 Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Breakwater Investment Management increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 45.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,814 shares of the company’s stock after purchasing an additional 6,200 shares during the quarter. Breakwater Investment Management’s holdings in Vanguard Tax-Exempt Bond ETF were worth $971,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Physician Wealth Advisors Inc. grew its position in shares of Vanguard Tax-Exempt Bond ETF by 3.0% in the 1st quarter. Physician Wealth Advisors Inc. now owns 7,701 shares of the company’s stock valued at $382,000 after buying an additional 225 shares during the last quarter. SlateStone Wealth LLC lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 1.7% in the first quarter. SlateStone Wealth LLC now owns 13,214 shares of the company’s stock worth $656,000 after acquiring an additional 225 shares during the period. Valley Financial Group Inc. boosted its holdings in Vanguard Tax-Exempt Bond ETF by 5.5% in the first quarter. Valley Financial Group Inc. now owns 4,449 shares of the company’s stock valued at $221,000 after acquiring an additional 233 shares during the last quarter. First Affirmative Financial Network increased its position in Vanguard Tax-Exempt Bond ETF by 4.5% during the 1st quarter. First Affirmative Financial Network now owns 5,680 shares of the company’s stock valued at $282,000 after purchasing an additional 245 shares during the period. Finally, Kohmann Bosshard Financial Services LLC increased its position in Vanguard Tax-Exempt Bond ETF by 1.2% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 22,401 shares of the company’s stock valued at $1,112,000 after purchasing an additional 255 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of NYSEARCA VTEB opened at $50.13 on Wednesday. The company’s 50 day moving average price is $48.98 and its 200-day moving average price is $49.03. Vanguard Tax-Exempt Bond ETF has a 52-week low of $47.02 and a 52-week high of $51.17.

About Vanguard Tax-Exempt Bond ETF

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.