Summit Wealth Group LLC lifted its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 169,021 shares of the company’s stock after acquiring an additional 11,307 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 1.9% of Summit Wealth Group LLC’s holdings, making the stock its 17th biggest holding. Summit Wealth Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $8,432,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Rothschild Investment LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 653.8% in the fourth quarter. Rothschild Investment LLC now owns 490 shares of the company’s stock valued at $25,000 after purchasing an additional 425 shares during the period. JPL Wealth Management LLC purchased a new position in Vanguard Tax-Exempt Bond ETF during the 3rd quarter worth $25,000. Nepc LLC purchased a new position in Vanguard Tax-Exempt Bond ETF during the 4th quarter worth $34,000. Measured Wealth Private Client Group LLC bought a new stake in Vanguard Tax-Exempt Bond ETF during the 3rd quarter valued at $37,000. Finally, Global Trust Asset Management LLC raised its position in Vanguard Tax-Exempt Bond ETF by 117.6% during the 1st quarter. Global Trust Asset Management LLC now owns 925 shares of the company’s stock valued at $46,000 after purchasing an additional 500 shares in the last quarter.
Vanguard Tax-Exempt Bond ETF Trading Down 0.1%
Shares of VTEB stock opened at $50.27 on Tuesday. Vanguard Tax-Exempt Bond ETF has a twelve month low of $48.46 and a twelve month high of $51.18. The stock has a fifty day simple moving average of $50.27 and a two-hundred day simple moving average of $50.37.
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.
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