Level Wealth Management LLC lessened its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 21.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 242,258 shares of the company’s stock after selling 64,578 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up about 4.4% of Level Wealth Management LLC’s portfolio, making the stock its 5th biggest holding. Level Wealth Management LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $11,473,000 at the end of the most recent quarter.
A number of other large investors have also modified their holdings of VTEB. Morton Brown Family Wealth LLC boosted its position in Vanguard Tax-Exempt Bond ETF by 872.9% during the third quarter. Morton Brown Family Wealth LLC now owns 81,696 shares of the company’s stock worth $3,869,000 after acquiring an additional 73,299 shares during the last quarter. Slow Capital Inc. grew its stake in Vanguard Tax-Exempt Bond ETF by 1,959.6% during the 3rd quarter. Slow Capital Inc. now owns 280,438 shares of the company’s stock valued at $13,282,000 after acquiring an additional 266,822 shares in the last quarter. Kingswood Wealth Advisors LLC raised its holdings in Vanguard Tax-Exempt Bond ETF by 145.0% in the 3rd quarter. Kingswood Wealth Advisors LLC now owns 30,595 shares of the company’s stock valued at $1,449,000 after acquiring an additional 18,108 shares during the last quarter. IRON Financial LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF in the 3rd quarter valued at about $354,000. Finally, L.K. Benson & Company P.C. raised its holdings in Vanguard Tax-Exempt Bond ETF by 7.1% in the 3rd quarter. L.K. Benson & Company P.C. now owns 86,791 shares of the company’s stock valued at $4,110,000 after acquiring an additional 5,748 shares during the last quarter.
Vanguard Tax-Exempt Bond ETF Price Performance
VTEB opened at $48.51 on Monday. The company’s 50 day simple moving average is $48.33 and its two-hundred day simple moving average is $49.52. Vanguard Tax-Exempt Bond ETF has a 1-year low of $46.87 and a 1-year high of $51.18.
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.
See Also
- Five stocks we like better than Vanguard Tax-Exempt Bond ETF
- Newmont’s Record Quarter Shows Why Gold’s Floor Is the Real Story
- Albemarle Upgrade: Can Energy Storage Recharge Lithium’s Leader?
- Consumer Staples Are Up 12% This Year—These 3 Beverage Stocks Are Leading the Way
- Can Planet Fitness Get Its Growth Back in Shape?
Want to see what other hedge funds are holding VTEB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report).
Receive News & Ratings for Vanguard Tax-Exempt Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard Tax-Exempt Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
