Waverly Advisors LLC Acquires 51,593 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Waverly Advisors LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 8.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 653,649 shares of the company’s stock after acquiring an additional 51,593 shares during the quarter. Waverly Advisors LLC owned approximately 0.08% of Vanguard Tax-Exempt Bond ETF worth $32,611,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Rothschild Investment LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 653.8% in the fourth 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 period. JPL Wealth Management LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF during the 3rd quarter worth about $25,000. Nepc LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF during the 4th quarter worth about $34,000. Measured Wealth Private Client Group LLC acquired a new position in Vanguard Tax-Exempt Bond ETF in the 3rd quarter valued at about $37,000. Finally, Global Trust Asset Management LLC grew its stake in Vanguard Tax-Exempt Bond ETF by 117.6% in the 1st quarter. Global Trust Asset Management LLC now owns 925 shares of the company’s stock valued at $46,000 after buying an additional 500 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Vanguard Tax-Exempt Bond ETF stock opened at $49.61 on Friday. The company’s 50-day moving average price is $50.24 and its two-hundred day moving average price is $50.35. Vanguard Tax-Exempt Bond ETF has a twelve month low of $48.50 and a twelve month high of $51.18.

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.