Beaird Harris Wealth Management LLC Has $45.17 Million Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Beaird Harris Wealth Management LLC decreased its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 3.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 898,253 shares of the company’s stock after selling 28,030 shares during the period. Vanguard Tax-Exempt Bond ETF accounts for about 3.1% of Beaird Harris Wealth Management LLC’s portfolio, making the stock its 11th biggest position. Beaird Harris Wealth Management LLC owned 0.11% of Vanguard Tax-Exempt Bond ETF worth $45,173,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Chesley Taft & Associates LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 18.4% during the fourth quarter. Chesley Taft & Associates LLC now owns 150,812 shares of the company’s stock worth $7,584,000 after acquiring an additional 23,425 shares in the last quarter. Compound Planning Inc. lifted its position in Vanguard Tax-Exempt Bond ETF by 16.2% in the 3rd quarter. Compound Planning Inc. now owns 333,192 shares of the company’s stock valued at $16,683,000 after acquiring an additional 46,505 shares in the last quarter. Bear Mountain Capital Inc. increased its holdings in Vanguard Tax-Exempt Bond ETF by 418.3% during the 4th quarter. Bear Mountain Capital Inc. now owns 102,548 shares of the company’s stock worth $5,190,000 after purchasing an additional 82,764 shares in the last quarter. Betterment LLC boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 1,261.4% during the third quarter. Betterment LLC now owns 6,573,354 shares of the company’s stock valued at $329,128,000 after buying an additional 6,090,513 shares during the last quarter. Finally, Apella Capital LLC boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 11.5% during the fourth quarter. Apella Capital LLC now owns 434,264 shares of the company’s stock valued at $21,839,000 after buying an additional 44,649 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Trading Up 0.3%

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $50.45 on Friday. The stock has a fifty day simple moving average of $50.23 and a 200 day simple moving average of $50.34. Vanguard Tax-Exempt Bond ETF has a 12-month low of $48.46 and a 12-month high of $51.18.

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.