Avantax Planning Partners Inc. Has $7.79 Million Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Avantax Planning Partners Inc. decreased its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 7.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 155,575 shares of the company’s stock after selling 12,284 shares during the quarter. Avantax Planning Partners Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $7,790,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. raised its position in Vanguard Tax-Exempt Bond ETF by 39.8% in the 2nd quarter. JPMorgan Chase & Co. now owns 108,048,493 shares of the company’s stock valued at $5,297,618,000 after buying an additional 30,774,028 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 1.9% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,166,659 shares of the company’s stock worth $1,724,221,000 after acquiring an additional 669,274 shares in the last quarter. Creative Planning raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 2.7% in the second quarter. Creative Planning now owns 26,851,781 shares of the company’s stock valued at $1,316,543,000 after purchasing an additional 702,763 shares during the last quarter. Raymond James Financial Inc. raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 0.7% in the second quarter. Raymond James Financial Inc. now owns 21,831,076 shares of the company’s stock valued at $1,070,378,000 after purchasing an additional 141,078 shares during the last quarter. Finally, Sei Investments Co. lifted its position in shares of Vanguard Tax-Exempt Bond ETF by 30.6% in the second quarter. Sei Investments Co. now owns 13,204,759 shares of the company’s stock worth $647,430,000 after purchasing an additional 3,094,388 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of NYSEARCA:VTEB opened at $50.52 on Monday. The company’s 50-day moving average price is $50.36 and its two-hundred day moving average price is $49.86. Vanguard Tax-Exempt Bond ETF has a one year low of $47.02 and a one year high of $50.68.

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.