Diversify Wealth Management LLC Has $5.08 Million Position in Vanguard Tax-Exempt Bond ETF $VTEB

Diversify Wealth Management LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 49.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 100,939 shares of the company’s stock after acquiring an additional 33,621 shares during the quarter. Diversify Wealth Management LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $5,076,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in VTEB. Rothschild Investment LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF by 653.8% during the 4th 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 last quarter. JPL Wealth Management LLC bought a new stake in Vanguard Tax-Exempt Bond ETF during the third quarter worth about $25,000. Nepc LLC acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF during the fourth quarter worth approximately $34,000. Measured Wealth Private Client Group LLC bought a new position in shares of Vanguard Tax-Exempt Bond ETF in the third quarter valued at approximately $37,000. Finally, Global Trust Asset Management LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 117.6% in the first quarter. Global Trust Asset Management LLC now owns 925 shares of the company’s stock valued at $46,000 after acquiring an additional 500 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of VTEB opened at $50.34 on Monday. The business’s 50 day simple moving average is $50.27 and its 200-day simple moving average is $50.37. Vanguard Tax-Exempt Bond ETF has a one year low of $48.46 and a one 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.