Orgel Wealth Management LLC Purchases 62,184 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Orgel Wealth Management LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,550,303 shares of the company’s stock after acquiring an additional 62,184 shares during the period. Vanguard Tax-Exempt Bond ETF makes up about 3.3% of Orgel Wealth Management LLC’s holdings, making the stock its 13th biggest position. Orgel Wealth Management LLC owned 0.40% of Vanguard Tax-Exempt Bond ETF worth $127,847,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Captrust Financial Advisors increased its holdings in shares of Vanguard Tax-Exempt Bond ETF by 18.6% in the third quarter. Captrust Financial Advisors now owns 294,682 shares of the company’s stock worth $15,064,000 after purchasing an additional 46,219 shares during the period. Central Pacific Bank Trust Division purchased a new position in Vanguard Tax-Exempt Bond ETF in the 4th quarter worth approximately $103,000. Souders Financial Advisors grew its position in Vanguard Tax-Exempt Bond ETF by 8.3% in the second quarter. Souders Financial Advisors now owns 27,371 shares of the company’s stock worth $1,372,000 after acquiring an additional 2,095 shares in the last quarter. EP Wealth Advisors LLC grew its position in Vanguard Tax-Exempt Bond ETF by 4.4% during the second quarter. EP Wealth Advisors LLC now owns 725,620 shares of the company’s stock valued at $36,361,000 after acquiring an additional 30,328 shares during the last quarter. Finally, Global Wealth Strategies & Associates grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 18,120.0% during the 3rd quarter. Global Wealth Strategies & Associates now owns 3,644 shares of the company’s stock valued at $186,000 after purchasing an additional 3,624 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Trading Up 0.2 %

VTEB opened at $49.94 on Friday. The business’s 50-day moving average price is $50.38 and its 200-day moving average price is $50.56. 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.