Corient Private Wealth LLC Has $206.78 Million Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Corient Private Wealth LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 131.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,111,685 shares of the company’s stock after purchasing an additional 2,335,633 shares during the period. Corient Private Wealth LLC owned 0.49% of Vanguard Tax-Exempt Bond ETF worth $206,775,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Rothschild Investment LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 653.8% in the 4th quarter. Rothschild Investment LLC now owns 490 shares of the company’s stock valued at $25,000 after acquiring an additional 425 shares during the period. JPL Wealth Management LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the 3rd quarter valued at about $25,000. United Financial Planning Group LLC bought a new position in Vanguard Tax-Exempt Bond ETF during the third quarter worth about $29,000. Nepc LLC bought a new position in shares of Vanguard Tax-Exempt Bond ETF during the 4th quarter worth approximately $34,000. Finally, Measured Wealth Private Client Group LLC bought a new stake in Vanguard Tax-Exempt Bond ETF in the 3rd quarter valued at $37,000.

Vanguard Tax-Exempt Bond ETF Stock Performance

NYSEARCA:VTEB opened at $50.45 on Friday. Vanguard Tax-Exempt Bond ETF has a one year low of $48.46 and a one year high of $51.18. The firm’s fifty day moving average price is $50.24 and its two-hundred day moving average price is $50.34.

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.