30,492 Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI Shares Sold by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC reduced its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI) by 9.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 276,229 shares of the company’s stock after selling 30,492 shares during the period. Vanguard Intermediate-Term Tax-Exempt Bond ETF makes up 0.7% of Joel Isaacson & Co. LLC’s portfolio, making the stock its 25th biggest position. Joel Isaacson & Co. LLC owned approximately 1.22% of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $26,337,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Unison Advisors LLC raised its position in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF by 0.8% in the 3rd quarter. Unison Advisors LLC now owns 2,404,971 shares of the company’s stock worth $229,302,000 after purchasing an additional 18,847 shares during the last quarter. Ferguson Wellman Capital Management Inc. purchased a new stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 3rd quarter valued at about $55,125,000. Avantax Planning Partners Inc. purchased a new stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 3rd quarter valued at about $41,682,000. Envestnet Asset Management Inc. increased its stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 10.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 383,067 shares of the company’s stock valued at $38,678,000 after purchasing an additional 37,076 shares in the last quarter. Finally, Commonwealth Equity Services LLC bought a new stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 3rd quarter valued at about $24,459,000.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Stock Up 0.1%

Shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF stock opened at $99.06 on Thursday. Vanguard Intermediate-Term Tax-Exempt Bond ETF has a 52-week low of $94.39 and a 52-week high of $102.66. The company has a 50-day simple moving average of $97.01 and a two-hundred day simple moving average of $99.66.

About Vanguard Intermediate-Term Tax-Exempt Bond ETF

The Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of tax-exempt investment grade debt issued by US state and local governments or agencies. The fund includes muni bonds with an effective maturity below 20 years. VTEI was launched on Jan 30, 2024 and is issued by Vanguard.