Heartwood Wealth Advisors LLC Raises Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Heartwood Wealth Advisors LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.9% in the third quarter, Holdings Channel reports. The institutional investor owned 404,534 shares of the company’s stock after acquiring an additional 11,529 shares during the period. Vanguard Tax-Exempt Bond ETF accounts for 1.9% of Heartwood Wealth Advisors LLC’s holdings, making the stock its 17th biggest position. Heartwood Wealth Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $20,255,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. JPMorgan Chase & Co. lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 39.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 108,048,493 shares of the company’s stock worth $5,297,618,000 after purchasing an additional 30,774,028 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 87.6% during the second quarter. Corient Private Wealth LLC now owns 7,404,770 shares of the company’s stock valued at $363,056,000 after buying an additional 3,458,654 shares during the last quarter. Sei Investments Co. boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 30.6% in the 2nd quarter. Sei Investments Co. now owns 13,204,759 shares of the company’s stock valued at $647,430,000 after buying an additional 3,094,388 shares in the last quarter. Laurel Wealth Advisors LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 4,903.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,984,861 shares of the company’s stock valued at $97,318,000 after buying an additional 1,945,188 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its position in shares of Vanguard Tax-Exempt Bond ETF by 2.5% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 34,497,385 shares of the company’s stock worth $1,711,760,000 after buying an additional 857,098 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

NYSEARCA:VTEB opened at $50.23 on Tuesday. The firm has a 50 day moving average of $50.37 and a 200 day moving average of $49.55. Vanguard Tax-Exempt Bond ETF has a 52 week low of $47.02 and a 52 week high of $50.68.

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.