Vanguard Tax-Exempt Bond ETF $VTEB Position Raised by Vested Financial Planning LLC

Vested Financial Planning LLC raised its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 20.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 103,354 shares of the company’s stock after purchasing an additional 17,786 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 4.5% of Vested Financial Planning LLC’s portfolio, making the stock its 8th largest holding. Vested Financial Planning LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $5,067,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. lifted its holdings in Vanguard Tax-Exempt Bond ETF by 2.5% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 34,497,385 shares of the company’s stock valued at $1,711,760,000 after purchasing an additional 857,098 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 21,689,998 shares of the company’s stock worth $1,076,258,000 after buying an additional 912,969 shares in the last quarter. LPL Financial LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 10.1% in the first quarter. LPL Financial LLC now owns 5,957,028 shares of the company’s stock worth $295,588,000 after buying an additional 545,244 shares in the last quarter. Aspiriant LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1.3% in the first quarter. Aspiriant LLC now owns 5,235,595 shares of the company’s stock worth $259,790,000 after buying an additional 65,231 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 9.0% in the second quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 5,046,259 shares of the company’s stock worth $247,418,000 after buying an additional 415,704 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of 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 company’s 50-day moving average price is $49.34 and its 200-day moving average price is $49.05.

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.