Heritage Investment Group Inc. Acquires 19,381 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Heritage Investment Group Inc. boosted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 2.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 837,021 shares of the company’s stock after acquiring an additional 19,381 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises approximately 6.4% of Heritage Investment Group Inc.’s portfolio, making the stock its 5th biggest holding. Heritage Investment Group Inc. owned about 0.10% of Vanguard Tax-Exempt Bond ETF worth $42,094,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. JPL Wealth Management LLC acquired a new position in shares of Vanguard Tax-Exempt Bond ETF during the 3rd quarter worth $25,000. Fairway Wealth LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF during the third quarter worth $28,000. United Financial Planning Group LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF in the third quarter valued at $29,000. Measured Wealth Private Client Group LLC acquired a new stake in Vanguard Tax-Exempt Bond ETF in the third quarter valued at $37,000. Finally, Bogart Wealth LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 41.9% in the third quarter. Bogart Wealth LLC now owns 945 shares of the company’s stock valued at $47,000 after buying an additional 279 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Down 0.2%

NYSEARCA:VTEB opened at $50.29 on Thursday. Vanguard Tax-Exempt Bond ETF has a 52-week low of $48.46 and a 52-week high of $51.18. The stock has a fifty day simple moving average of $50.34 and a 200-day simple moving average of $50.41.

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.