BSW Wealth Partners Has $31.61 Million Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

BSW Wealth Partners lowered its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 14.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 644,765 shares of the company’s stock after selling 106,908 shares during the period. Vanguard Tax-Exempt Bond ETF comprises about 4.3% of BSW Wealth Partners’ investment portfolio, making the stock its 4th biggest holding. BSW Wealth Partners owned 0.08% of Vanguard Tax-Exempt Bond ETF worth $31,613,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of VTEB. Millennium Management LLC grew its holdings in Vanguard Tax-Exempt Bond ETF by 75.8% during the fourth quarter. Millennium Management LLC now owns 9,572 shares of the company’s stock valued at $480,000 after purchasing an additional 4,128 shares during the period. GAMMA Investing LLC bought a new position in shares of Vanguard Tax-Exempt Bond ETF in the first quarter worth about $29,364,000. ST Germain D J Co. Inc. boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 21.1% in the first quarter. ST Germain D J Co. Inc. now owns 39,059 shares of the company’s stock worth $1,938,000 after acquiring an additional 6,808 shares during the period. Horizons Wealth Management boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 33.5% in the first quarter. Horizons Wealth Management now owns 12,029 shares of the company’s stock worth $597,000 after acquiring an additional 3,020 shares during the period. Finally, Apella Capital LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF by 12.6% in the first quarter. Apella Capital LLC now owns 337,840 shares of the company’s stock worth $16,392,000 after acquiring an additional 37,789 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Down 0.2%

NYSEARCA VTEB opened at $49.99 on Thursday. Vanguard Tax-Exempt Bond ETF has a twelve month low of $47.02 and a twelve month high of $51.16. The business has a 50-day moving average price of $49.28 and a 200-day moving average price of $49.04.

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.