Heritage Financial Services LLC Purchases 5,278 Shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Heritage Financial Services LLC raised its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 26.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund 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 filing with the SEC.

Several other hedge funds have also recently modified their holdings of VTEB. Safe Harbor Fiduciary LLC purchased a new stake in shares of Vanguard Tax-Exempt Bond ETF during the third quarter valued at approximately $29,000. Bogart Wealth LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 2,942.1% during the 3rd quarter. Bogart Wealth LLC now owns 578 shares of the company’s stock valued at $30,000 after purchasing an additional 559 shares during the last quarter. Rise Advisors LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 235.1% during the 3rd quarter. Rise Advisors LLC now owns 1,099 shares of the company’s stock valued at $56,000 after purchasing an additional 771 shares during the last quarter. Moisand Fitzgerald Tamayo LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 131.4% during the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 1,141 shares of the company’s stock worth $58,000 after purchasing an additional 648 shares during the period. Finally, Marquette Asset Management LLC purchased a new position in shares of Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth about $59,000.

Vanguard Tax-Exempt Bond ETF Stock Performance

NYSEARCA VTEB opened at $50.21 on Friday. Vanguard Tax-Exempt Bond ETF has a 52-week low of $49.49 and a 52-week high of $51.17. The company has a 50-day simple moving average of $50.32 and a 200 day simple moving average of $50.54.

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.