Heritage Financial Services LLC Increases Stock Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Heritage Financial Services LLC increased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 26.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,363 shares of the company’s stock after buying an additional 5,278 shares during the period. Heritage Financial Services LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $1,271,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of VTEB. Charles Schwab Investment Management Inc. boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 3.3% in the third quarter. Charles Schwab Investment Management Inc. now owns 31,559,694 shares of the company’s stock worth $1,613,332,000 after acquiring an additional 1,003,475 shares during the period. Franklin Resources Inc. lifted its holdings in Vanguard Tax-Exempt Bond ETF by 18.2% during the 3rd quarter. Franklin Resources Inc. now owns 5,322,215 shares of the company’s stock worth $269,411,000 after purchasing an additional 818,486 shares in the last quarter. Astoria Strategic Wealth Inc. bought a new position in Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth about $33,647,000. Wealth Enhancement Advisory Services LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 35.6% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,041,612 shares of the company’s stock valued at $104,367,000 after buying an additional 535,526 shares during the period. Finally, One Wealth Advisors LLC purchased a new stake in shares of Vanguard Tax-Exempt Bond ETF in the third quarter worth about $23,802,000.

Vanguard Tax-Exempt Bond ETF Stock Up 0.2 %

Shares of NYSEARCA:VTEB opened at $50.21 on Friday. The company has a 50 day moving average of $50.32 and a 200 day moving average of $50.54. Vanguard Tax-Exempt Bond ETF has a 12 month low of $49.49 and a 12 month high of $51.17.

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.