San Luis Wealth Advisors LLC Has $21.78 Million Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

San Luis Wealth Advisors LLC decreased its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 7.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 434,509 shares of the company’s stock after selling 36,678 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for approximately 4.1% of San Luis Wealth Advisors LLC’s portfolio, making the stock its 6th largest position. San Luis Wealth Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $21,782,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of VTEB. Sanctuary Advisors LLC bought a new position in shares of Vanguard Tax-Exempt Bond ETF during the 2nd quarter valued at about $71,067,000. Charles Schwab Investment Management Inc. boosted its stake in Vanguard Tax-Exempt Bond ETF by 3.3% in the third quarter. Charles Schwab Investment Management Inc. now owns 31,559,694 shares of the company’s stock worth $1,613,332,000 after buying an additional 1,003,475 shares in the last quarter. Franklin Resources Inc. grew its position in Vanguard Tax-Exempt Bond ETF by 18.2% during the third quarter. Franklin Resources Inc. now owns 5,322,215 shares of the company’s stock valued at $269,411,000 after acquiring an additional 818,486 shares during the last quarter. Creative Planning raised its stake in shares of Vanguard Tax-Exempt Bond ETF by 3.2% during the second quarter. Creative Planning now owns 25,601,034 shares of the company’s stock worth $1,282,868,000 after acquiring an additional 796,659 shares in the last quarter. Finally, Astoria Strategic Wealth Inc. bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth approximately $33,647,000.

Vanguard Tax-Exempt Bond ETF Stock Down 0.1 %

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $49.54 on Wednesday. Vanguard Tax-Exempt Bond ETF has a 52-week low of $49.49 and a 52-week high of $51.17. The company has a fifty day moving average of $50.40 and a 200-day moving average of $50.56.

Vanguard Tax-Exempt Bond ETF 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.