Intergy Private Wealth LLC Lowers Stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Intergy Private Wealth LLC cut its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 6.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,947 shares of the company’s stock after selling 1,858 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for approximately 0.5% of Intergy Private Wealth LLC’s holdings, making the stock its 28th largest position. Intergy Private Wealth LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $1,401,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of VTEB. Safe Harbor Fiduciary LLC purchased a new position in Vanguard Tax-Exempt Bond ETF during the third quarter valued at approximately $29,000. Bogart Wealth LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF by 2,942.1% in the third quarter. Bogart Wealth LLC now owns 578 shares of the company’s stock worth $30,000 after buying an additional 559 shares in the last quarter. Rise Advisors LLC grew its stake in Vanguard Tax-Exempt Bond ETF by 235.1% during the third quarter. Rise Advisors LLC now owns 1,099 shares of the company’s stock valued at $56,000 after acquiring an additional 771 shares in the last quarter. Moisand Fitzgerald Tamayo LLC increased its holdings in Vanguard Tax-Exempt Bond ETF by 131.4% in the 3rd quarter. Moisand Fitzgerald Tamayo LLC now owns 1,141 shares of the company’s stock valued at $58,000 after acquiring an additional 648 shares during the last quarter. Finally, Marquette Asset Management LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF in the 3rd quarter worth $59,000.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $50.21 on Friday. Vanguard Tax-Exempt Bond ETF has a twelve month low of $49.49 and a twelve month high of $51.17. The business has a 50-day moving average price of $50.32 and a 200-day moving average price of $50.54.

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.