763,337 Vanguard Tax-Exempt Bond ETF $VTEB Shares Bought by Orgel Wealth Management LLC

Orgel Wealth Management LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 21.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,334,288 shares of the company’s stock after purchasing an additional 763,337 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 3.9% of Orgel Wealth Management LLC’s investment portfolio, making the stock its 11th largest position. Orgel Wealth Management LLC owned approximately 0.41% of Vanguard Tax-Exempt Bond ETF worth $205,272,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Mather Group LLC. boosted its position in Vanguard Tax-Exempt Bond ETF by 2.4% in the 3rd quarter. Mather Group LLC. now owns 1,067,502 shares of the company’s stock valued at $50,557,000 after buying an additional 25,431 shares during the period. First Pacific Financial grew its stake in Vanguard Tax-Exempt Bond ETF by 31.0% in the 3rd quarter. First Pacific Financial now owns 31,180 shares of the company’s stock worth $1,477,000 after acquiring an additional 7,384 shares in the last quarter. Cliftonlarsonallen Wealth Advisors LLC grew its stake in Vanguard Tax-Exempt Bond ETF by 7.4% in the 3rd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 6,867,973 shares of the company’s stock worth $325,267,000 after acquiring an additional 473,743 shares in the last quarter. Newton One Investments LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 2.4% during the third quarter. Newton One Investments LLC now owns 317,404 shares of the company’s stock worth $15,032,000 after acquiring an additional 7,358 shares during the period. Finally, Luminvest Wealth Management LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 5.0% during the third quarter. Luminvest Wealth Management LLC now owns 578,927 shares of the company’s stock worth $27,409,000 after acquiring an additional 27,365 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1%

Shares of NYSEARCA:VTEB opened at $47.61 on Thursday. The firm’s 50 day simple moving average is $48.56 and its 200-day simple moving average is $49.60. Vanguard Tax-Exempt Bond ETF has a one year low of $46.87 and a one year 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.