Vanguard Tax-Exempt Bond ETF $VTEB is Colony Family Offices LLC’s 5th Largest Position

Colony Family Offices LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 15.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 496,870 shares of the company’s stock after purchasing an additional 67,246 shares during the period. Vanguard Tax-Exempt Bond ETF comprises approximately 5.5% of Colony Family Offices LLC’s investment portfolio, making the stock its 5th largest holding. Colony Family Offices LLC owned 0.05% of Vanguard Tax-Exempt Bond ETF worth $25,132,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Wellington Management Group LLP purchased a new stake in Vanguard Tax-Exempt Bond ETF during the third quarter worth about $347,641,000. JPMorgan Chase & Co. boosted its stake in Vanguard Tax-Exempt Bond ETF by 5.5% in the fourth quarter. JPMorgan Chase & Co. now owns 104,551,572 shares of the company’s stock valued at $5,257,899,000 after acquiring an additional 5,461,346 shares during the last quarter. Corient Private Wealth LLC boosted its stake in Vanguard Tax-Exempt Bond ETF by 87.6% in the second quarter. Corient Private Wealth LLC now owns 7,404,770 shares of the company’s stock valued at $363,056,000 after acquiring an additional 3,458,654 shares during the last quarter. Raymond James Financial Inc. boosted its stake in Vanguard Tax-Exempt Bond ETF by 10.8% in the fourth quarter. Raymond James Financial Inc. now owns 24,614,196 shares of the company’s stock valued at $1,237,835,000 after acquiring an additional 2,396,916 shares during the last quarter. Finally, Morgan Stanley grew its position in shares of Vanguard Tax-Exempt Bond ETF by 9.4% during the 4th quarter. Morgan Stanley now owns 25,172,743 shares of the company’s stock valued at $1,265,937,000 after acquiring an additional 2,173,235 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of VTEB stock opened at $48.87 on Wednesday. The company has a 50 day moving average of $49.75 and a 200-day moving average of $50.10. Vanguard Tax-Exempt Bond ETF has a 12-month low of $48.83 and a 12-month high of $51.18.

About Vanguard Tax-Exempt Bond ETF

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.