Sterling Financial Planning Inc. Acquires 539 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Sterling Financial Planning Inc. lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 0.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 62,933 shares of the company’s stock after acquiring an additional 539 shares during the period. Vanguard Tax-Exempt Bond ETF makes up approximately 1.0% of Sterling Financial Planning Inc.’s portfolio, making the stock its 28th biggest position. Sterling Financial Planning Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $3,086,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. raised its position in shares of Vanguard Tax-Exempt Bond ETF by 2.5% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 34,497,385 shares of the company’s stock worth $1,711,760,000 after acquiring an additional 857,098 shares in the last quarter. Raymond James Financial Inc. raised its position in shares of Vanguard Tax-Exempt Bond ETF by 4.4% in the 1st quarter. Raymond James Financial Inc. now owns 21,689,998 shares of the company’s stock worth $1,076,258,000 after acquiring an additional 912,969 shares in the last quarter. LPL Financial LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 10.1% in the 1st quarter. LPL Financial LLC now owns 5,957,028 shares of the company’s stock worth $295,588,000 after acquiring an additional 545,244 shares in the last quarter. Aspiriant LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 1.3% in the 1st quarter. Aspiriant LLC now owns 5,235,595 shares of the company’s stock worth $259,790,000 after acquiring an additional 65,231 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 9.0% during the 2nd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 5,046,259 shares of the company’s stock worth $247,418,000 after purchasing an additional 415,704 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

VTEB stock opened at $50.27 on Wednesday. The company’s 50-day moving average is $49.54 and its 200-day moving average is $49.07. Vanguard Tax-Exempt Bond ETF has a 1 year low of $47.02 and a 1 year high of $51.09.

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.