PDS Planning Inc Grows Position in Vanguard Tax-Exempt Bond ETF $VTEB

PDS Planning Inc raised its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.9% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 241,902 shares of the company’s stock after acquiring an additional 6,900 shares during the period. Vanguard Tax-Exempt Bond ETF makes up 0.9% of PDS Planning Inc’s investment portfolio, making the stock its 26th largest position. PDS Planning Inc’s holdings in Vanguard Tax-Exempt Bond ETF were worth $11,860,000 as of its most recent SEC filing.

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

Vanguard Tax-Exempt Bond ETF Trading Up 0.2%

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $50.22 on Friday. The business’s 50-day moving average price is $49.48 and its 200-day moving average price is $49.06. Vanguard Tax-Exempt Bond ETF has a 12 month low of $47.02 and a 12 month high of $51.09.

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.