Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Holdings Lifted by Occidental Asset Management LLC

Occidental Asset Management LLC boosted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 20.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,934 shares of the company’s stock after acquiring an additional 1,187 shares during the quarter. Occidental Asset Management LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $354,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Cliftonlarsonallen Wealth Advisors LLC boosted its stake in Vanguard Tax-Exempt Bond ETF by 7.9% in the 3rd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 3,618,618 shares of the company’s stock worth $184,984,000 after purchasing an additional 265,307 shares during the period. CX Institutional grew its holdings in shares of Vanguard Tax-Exempt Bond ETF by 3.2% during the third quarter. CX Institutional now owns 377,285 shares of the company’s stock valued at $19,287,000 after buying an additional 11,782 shares in the last quarter. Kathleen S. Wright Associates Inc. grew its stake in Vanguard Tax-Exempt Bond ETF by 74.9% during the 3rd quarter. Kathleen S. Wright Associates Inc. now owns 5,247 shares of the company’s stock valued at $268,000 after acquiring an additional 2,247 shares in the last quarter. Grove Bank & Trust increased its stake in Vanguard Tax-Exempt Bond ETF by 1.9% in the 3rd quarter. Grove Bank & Trust now owns 269,732 shares of the company’s stock valued at $13,789,000 after buying an additional 5,112 shares during the period. Finally, Elmwood Wealth Management Inc. increased its position in Vanguard Tax-Exempt Bond ETF by 3.4% in the 3rd quarter. Elmwood Wealth Management Inc. now owns 61,966 shares of the company’s stock worth $3,168,000 after purchasing an additional 2,066 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of NYSEARCA VTEB opened at $50.79 on Wednesday. The business has a 50 day simple moving average of $50.84 and a 200 day simple moving average of $50.39. Vanguard Tax-Exempt Bond ETF has a 52 week low of $47.14 and a 52 week high of $51.17.

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.