Lutz Financial Services LLC Boosts Position in Vanguard Tax-Exempt Bond ETF $VTEB

Lutz Financial Services LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 5.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,569,663 shares of the company’s stock after purchasing an additional 82,868 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for about 5.3% of Lutz Financial Services LLC’s investment portfolio, making the stock its 5th largest position. Lutz Financial Services LLC owned approximately 0.19% of Vanguard Tax-Exempt Bond ETF worth $78,311,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Wellington Management Group LLP bought a new position in Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth approximately $347,641,000. JPMorgan Chase & Co. lifted its stake in shares of Vanguard Tax-Exempt Bond ETF by 5.5% during the 4th quarter. JPMorgan Chase & Co. now owns 104,551,572 shares of the company’s stock worth $5,257,899,000 after acquiring an additional 5,461,346 shares during the last quarter. Corient Private Wealth LLC boosted its position in Vanguard Tax-Exempt Bond ETF by 87.6% in the 2nd 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 period. Mercer Global Advisors Inc. ADV lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 49.8% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 9,591,400 shares of the company’s stock worth $480,241,000 after buying an additional 3,187,040 shares during the period. Finally, Raymond James Financial Inc. lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 10.8% in the 4th quarter. Raymond James Financial Inc. now owns 24,614,196 shares of the company’s stock worth $1,237,835,000 after purchasing an additional 2,396,916 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1%

Shares of VTEB stock opened at $50.27 on Tuesday. Vanguard Tax-Exempt Bond ETF has a 1-year low of $48.46 and a 1-year high of $51.18. The stock’s 50-day moving average is $50.27 and its 200 day moving average is $50.37.

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.