Steelhead Wealth Management LLC Purchases New Shares in Vanguard Tax-Exempt Bond ETF $VTEB

Steelhead Wealth Management LLC purchased a new position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 51,540 shares of the company’s stock, valued at approximately $2,571,000. Vanguard Tax-Exempt Bond ETF comprises approximately 1.3% of Steelhead Wealth Management LLC’s investment portfolio, making the stock its 18th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the company. PFG Investments LLC increased its stake in Vanguard Tax-Exempt Bond ETF by 1.3% in the 4th quarter. PFG Investments LLC now owns 15,902 shares of the company’s stock valued at $800,000 after buying an additional 198 shares during the last quarter. Jordan Park Trust Co LLC grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1.8% in the fourth quarter. Jordan Park Trust Co LLC now owns 11,604 shares of the company’s stock valued at $584,000 after acquiring an additional 200 shares in the last quarter. Bridgewealth Advisory Group LLC grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 4.1% in the fourth quarter. Bridgewealth Advisory Group LLC now owns 5,114 shares of the company’s stock valued at $257,000 after acquiring an additional 200 shares in the last quarter. Intrua Financial LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 3.8% during the first quarter. Intrua Financial LLC now owns 5,460 shares of the company’s stock valued at $272,000 after acquiring an additional 200 shares during the last quarter. Finally, Mosaic Family Wealth Partners LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 1.6% during the first quarter. Mosaic Family Wealth Partners LLC now owns 12,812 shares of the company’s stock valued at $639,000 after acquiring an additional 205 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $49.60 on Monday. The business’s fifty day simple moving average is $50.23 and its 200 day simple moving average is $50.32. Vanguard Tax-Exempt Bond ETF has a 12 month low of $48.65 and a 12 month high of $51.18.

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.