Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI) Shares Acquired by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC boosted its position in Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 80,455 shares of the company’s stock after acquiring an additional 447 shares during the quarter. Vanguard Intermediate-Term Tax-Exempt Bond ETF accounts for 0.9% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 26th biggest position. Heartwood Wealth Advisors LLC owned 6.29% of Vanguard Intermediate-Term Tax-Exempt Bond ETF worth $7,996,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. JFS Wealth Advisors LLC purchased a new stake in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 3rd quarter worth about $126,000. Sigma Planning Corp acquired a new position in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 3rd quarter valued at $250,000. Hemenway Trust Co LLC purchased a new stake in Vanguard Intermediate-Term Tax-Exempt Bond ETF during the 3rd quarter worth $251,000. Joel Isaacson & Co. LLC raised its position in Vanguard Intermediate-Term Tax-Exempt Bond ETF by 13.3% in the third quarter. Joel Isaacson & Co. LLC now owns 22,890 shares of the company’s stock valued at $2,316,000 after purchasing an additional 2,680 shares during the period. Finally, Mitchell Mcleod Pugh & Williams Inc. lifted its stake in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF by 118.8% during the third quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 5,354 shares of the company’s stock worth $542,000 after purchasing an additional 2,907 shares in the last quarter.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Stock Down 0.3 %

NYSEARCA:VTEI traded down $0.29 during trading hours on Friday, hitting $99.01. The stock had a trading volume of 29,147 shares, compared to its average volume of 38,368. The business has a 50 day simple moving average of $99.86 and a two-hundred day simple moving average of $100.13. Vanguard Intermediate-Term Tax-Exempt Bond ETF has a 1-year low of $98.32 and a 1-year high of $101.80.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Cuts Dividend

The company also recently disclosed a dividend, which was paid on Tuesday, November 5th. Shareholders of record on Friday, November 1st were given a $0.2462 dividend. The ex-dividend date of this dividend was Friday, November 1st.

Vanguard Intermediate-Term Tax-Exempt Bond ETF Company Profile

The Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of tax-exempt investment grade debt issued by US state and local governments or agencies. The fund includes muni bonds with an effective maturity below 20 years.