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

Colony Family Offices LLC boosted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 15.7% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 496,870 shares of the company’s stock after acquiring an additional 67,246 shares during the period. Vanguard Tax-Exempt Bond ETF accounts for approximately 5.5% of Colony Family Offices LLC’s portfolio, making the stock its 5th largest holding. Colony Family Offices LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $25,132,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Fort Point Capital Partners LLC lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 54.1% during the fourth quarter. Fort Point Capital Partners LLC now owns 1,035,648 shares of the company’s stock worth $52,414,000 after acquiring an additional 363,519 shares in the last quarter. Fiduciary Alliance LLC bought a new position in shares of Vanguard Tax-Exempt Bond ETF in the first quarter worth $1,487,000. Topsail Wealth Management LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 1.0% in the fourth quarter. Topsail Wealth Management LLC now owns 1,105,980 shares of the company’s stock valued at $55,620,000 after purchasing an additional 11,107 shares in the last quarter. SmartHarvest Portfolios LLC purchased a new position in shares of Vanguard Tax-Exempt Bond ETF in the fourth quarter valued at $1,372,000. Finally, HighTower Advisors LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 3.7% during the 4th quarter. HighTower Advisors LLC now owns 2,546,788 shares of the company’s stock valued at $128,078,000 after purchasing an additional 91,139 shares during the period.

Vanguard Tax-Exempt Bond ETF Trading Down 0.0%

NYSEARCA:VTEB opened at $48.87 on Wednesday. The business’s fifty day moving average is $49.75 and its 200 day moving average is $50.10. Vanguard Tax-Exempt Bond ETF has a 52-week low of $48.83 and a 52-week high of $51.18.

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.