Bleakley Financial Group LLC Has $58.72 Million Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Bleakley Financial Group LLC raised its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 5.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,167,628 shares of the company’s stock after buying an additional 65,163 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises 1.0% of Bleakley Financial Group LLC’s investment portfolio, making the stock its 23rd largest holding. Bleakley Financial Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $58,720,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. PFG Investments LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1.3% during the fourth quarter. PFG Investments LLC now owns 15,902 shares of the company’s stock worth $800,000 after buying an additional 198 shares during the last quarter. Quantum Financial Planning Services Inc. lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 2.1% during the fourth quarter. Quantum Financial Planning Services Inc. now owns 9,559 shares of the company’s stock worth $481,000 after buying an additional 199 shares during the last quarter. James Investment Research Inc. lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.7% during the third quarter. James Investment Research Inc. now owns 29,033 shares of the company’s stock worth $1,454,000 after buying an additional 200 shares during the last quarter. Jordan Park Trust Co LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1.8% during the fourth quarter. Jordan Park Trust Co LLC now owns 11,604 shares of the company’s stock worth $584,000 after buying an additional 200 shares during the last quarter. Finally, Bridgewealth Advisory Group LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 4.1% during the fourth quarter. Bridgewealth Advisory Group LLC now owns 5,114 shares of the company’s stock worth $257,000 after buying an additional 200 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of VTEB stock opened at $49.88 on Tuesday. The stock has a 50 day moving average of $50.11 and a 200-day moving average of $50.35. Vanguard Tax-Exempt Bond ETF has a 12 month low of $48.46 and a 12 month high of $51.18.

About Vanguard Tax-Exempt Bond ETF

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.