Beta Wealth Group Inc. Has $2.01 Million Position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Beta Wealth Group Inc. grew its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 39,237 shares of the company’s stock after buying an additional 234 shares during the quarter. Beta Wealth Group Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $2,006,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Oppenheimer & Co. Inc. raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 55.3% in the first quarter. Oppenheimer & Co. Inc. now owns 8,734 shares of the company’s stock worth $442,000 after acquiring an additional 3,110 shares during the last quarter. TCI Wealth Advisors Inc. bought a new position in Vanguard Tax-Exempt Bond ETF in the 1st quarter worth approximately $370,000. Montag A & Associates Inc. lifted its holdings in Vanguard Tax-Exempt Bond ETF by 7.3% during the 1st quarter. Montag A & Associates Inc. now owns 17,647 shares of the company’s stock worth $893,000 after buying an additional 1,207 shares in the last quarter. Atomi Financial Group Inc. boosted its position in Vanguard Tax-Exempt Bond ETF by 43.4% in the 1st quarter. Atomi Financial Group Inc. now owns 84,338 shares of the company’s stock valued at $4,268,000 after buying an additional 25,532 shares during the last quarter. Finally, Concurrent Investment Advisors LLC increased its stake in shares of Vanguard Tax-Exempt Bond ETF by 10.1% in the 1st quarter. Concurrent Investment Advisors LLC now owns 90,047 shares of the company’s stock valued at $4,556,000 after buying an additional 8,250 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Performance

VTEB stock opened at $50.54 on Friday. Vanguard Tax-Exempt Bond ETF has a twelve month low of $48.44 and a twelve month high of $51.17. The business has a fifty day moving average of $50.73 and a 200-day moving average of $50.43.

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.