Quantum Financial Planning Services Inc. Has $451,000 Stake in Vanguard Tax-Exempt Bond ETF $VTEB

Quantum Financial Planning Services Inc. raised its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 81.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,197 shares of the company’s stock after acquiring an additional 4,134 shares during the period. Vanguard Tax-Exempt Bond ETF comprises about 0.2% of Quantum Financial Planning Services Inc.’s investment portfolio, making the stock its 20th largest holding. Quantum Financial Planning Services Inc.’s holdings in Vanguard Tax-Exempt Bond ETF were worth $451,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 2.5% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 34,497,385 shares of the company’s stock worth $1,711,760,000 after buying an additional 857,098 shares during the period. Raymond James Financial Inc. boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 4.4% during the first quarter. Raymond James Financial Inc. now owns 21,689,998 shares of the company’s stock worth $1,076,258,000 after buying an additional 912,969 shares during the period. LPL Financial LLC boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 10.1% during the first quarter. LPL Financial LLC now owns 5,957,028 shares of the company’s stock worth $295,588,000 after buying an additional 545,244 shares during the period. Aspiriant LLC boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 1.3% during the first quarter. Aspiriant LLC now owns 5,235,595 shares of the company’s stock worth $259,790,000 after buying an additional 65,231 shares during the period. Finally, Cliftonlarsonallen Wealth Advisors LLC boosted its position in shares of Vanguard Tax-Exempt Bond ETF by 9.0% during the second quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 5,046,259 shares of the company’s stock worth $247,418,000 after buying an additional 415,704 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Up 0.2%

VTEB stock opened at $50.22 on Friday. The business has a 50-day moving average of $49.48 and a 200-day moving average of $49.06. Vanguard Tax-Exempt Bond ETF has a fifty-two week low of $47.02 and a fifty-two week high of $51.09.

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.