Simplicity Wealth LLC Has $6.19 Million Stake in Vanguard Tax-Exempt Bond ETF $VTEB

Simplicity Wealth LLC grew its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 146.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 126,205 shares of the company’s stock after purchasing an additional 75,018 shares during the quarter. Simplicity Wealth LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $6,188,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. OLD National Bancorp IN grew its position in shares of Vanguard Tax-Exempt Bond ETF by 5.3% in the second quarter. OLD National Bancorp IN now owns 327,350 shares of the company’s stock valued at $16,050,000 after purchasing an additional 16,426 shares during the last quarter. MGO Private Wealth LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 4.4% in the second quarter. MGO Private Wealth LLC now owns 75,737 shares of the company’s stock valued at $3,713,000 after purchasing an additional 3,210 shares during the last quarter. BridgePort Financial Solutions LLC acquired a new position in shares of Vanguard Tax-Exempt Bond ETF in the second quarter valued at approximately $679,000. Firethorn Wealth Partners LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 7.3% in the second quarter. Firethorn Wealth Partners LLC now owns 21,255 shares of the company’s stock valued at $1,042,000 after purchasing an additional 1,442 shares during the last quarter. Finally, Gutierrez Wealth Advisory LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 85.7% in the second quarter. Gutierrez Wealth Advisory LLC now owns 138,643 shares of the company’s stock valued at $6,798,000 after purchasing an additional 63,979 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.0%

Vanguard Tax-Exempt Bond ETF stock opened at $49.98 on Friday. Vanguard Tax-Exempt Bond ETF has a 12 month low of $47.02 and a 12 month high of $51.09. The stock’s 50 day moving average is $49.34 and its 200-day moving average is $49.04.

Vanguard Tax-Exempt Bond ETF 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.