Vanguard Tax-Exempt Bond ETF $VTEB is Lutz Financial Services LLC’s 5th Largest Position

Lutz Financial Services LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 5.6% in the first quarter, HoldingsChannel reports. The firm owned 1,569,663 shares of the company’s stock after acquiring an additional 82,868 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for 5.3% of Lutz Financial Services LLC’s portfolio, making the stock its 5th biggest position. Lutz Financial Services LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $78,311,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. Chesley Taft & Associates LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 18.4% during the 4th quarter. Chesley Taft & Associates LLC now owns 150,812 shares of the company’s stock valued at $7,584,000 after acquiring an additional 23,425 shares during the period. Bear Mountain Capital Inc. increased its position in shares of Vanguard Tax-Exempt Bond ETF by 418.3% during the fourth quarter. Bear Mountain Capital Inc. now owns 102,548 shares of the company’s stock worth $5,190,000 after purchasing an additional 82,764 shares in the last quarter. Apella Capital LLC grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 11.5% during the fourth quarter. Apella Capital LLC now owns 434,264 shares of the company’s stock worth $21,839,000 after buying an additional 44,649 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC raised its holdings in Vanguard Tax-Exempt Bond ETF by 4.3% in the 4th quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 5,599,510 shares of the company’s stock valued at $281,599,000 after acquiring an additional 232,640 shares during the last quarter. Finally, Master S Wealth Management Inc. acquired a new stake in shares of Vanguard Tax-Exempt Bond ETF in the fourth quarter valued at approximately $4,104,000.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1%

Shares of VTEB opened at $50.27 on Tuesday. 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 $50.27 and a two-hundred day simple moving average of $50.37.

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.