Advyzon Investment Management LLC Has $2.92 Million Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Advyzon Investment Management LLC trimmed its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 9.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,456 shares of the company’s stock after selling 6,001 shares during the period. Advyzon Investment Management LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $2,915,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Facet Wealth Inc. increased its stake in shares of Vanguard Tax-Exempt Bond ETF by 314.4% in the first quarter. Facet Wealth Inc. now owns 2,295,943 shares of the company’s stock valued at $112,088,000 after buying an additional 1,741,949 shares in the last quarter. Raymond James Financial Inc. grew its holdings in Vanguard Tax-Exempt Bond ETF by 4.4% during the 1st quarter. Raymond James Financial Inc. now owns 21,689,998 shares of the company’s stock worth $1,076,258,000 after acquiring an additional 912,969 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in Vanguard Tax-Exempt Bond ETF by 2.5% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 34,497,385 shares of the company’s stock worth $1,711,760,000 after acquiring an additional 857,098 shares during the last quarter. Focus Partners Wealth increased its position in Vanguard Tax-Exempt Bond ETF by 293.6% in the 1st quarter. Focus Partners Wealth now owns 909,113 shares of the company’s stock valued at $45,110,000 after acquiring an additional 678,116 shares in the last quarter. Finally, Wealthspire Advisors LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 94.1% in the first quarter. Wealthspire Advisors LLC now owns 1,368,394 shares of the company’s stock worth $67,900,000 after acquiring an additional 663,517 shares during the last quarter.

Vanguard Tax-Exempt Bond ETF Trading Up 0.1%

Shares of VTEB stock opened at $50.40 on Tuesday. Vanguard Tax-Exempt Bond ETF has a 1 year low of $47.02 and a 1 year high of $51.09. The firm’s 50 day moving average is $50.13 and its 200-day moving average is $49.30.

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.