Surience Private Wealth LLC Has $2.06 Million Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB

Surience Private Wealth LLC increased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 629.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 41,204 shares of the company’s stock after buying an additional 35,558 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up 2.2% of Surience Private Wealth LLC’s holdings, making the stock its 18th biggest position. Surience Private Wealth LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $2,056,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in VTEB. Chesley Taft & Associates LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 18.4% in the fourth quarter. Chesley Taft & Associates LLC now owns 150,812 shares of the company’s stock valued at $7,584,000 after acquiring an additional 23,425 shares in the last quarter. Bear Mountain Capital Inc. boosted its holdings in Vanguard Tax-Exempt Bond ETF by 418.3% in the 4th quarter. Bear Mountain Capital Inc. now owns 102,548 shares of the company’s stock valued at $5,190,000 after purchasing an additional 82,764 shares during the period. Apella Capital LLC boosted its holdings in Vanguard Tax-Exempt Bond ETF by 11.5% in the 4th quarter. Apella Capital LLC now owns 434,264 shares of the company’s stock valued at $21,839,000 after purchasing an additional 44,649 shares during the period. Betterment LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF by 1,261.4% during the 3rd quarter. Betterment LLC now owns 6,573,354 shares of the company’s stock worth $329,128,000 after purchasing an additional 6,090,513 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC increased its holdings in shares of Vanguard Tax-Exempt Bond ETF by 4.3% during the fourth quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 5,599,510 shares of the company’s stock worth $281,599,000 after purchasing an additional 232,640 shares during the period.

Vanguard Tax-Exempt Bond ETF Trading Up 0.1%

NYSEARCA VTEB opened at $50.49 on Thursday. The company has a 50 day moving average of $50.25 and a 200-day moving average of $50.35. Vanguard Tax-Exempt Bond ETF has a 1-year low of $48.46 and a 1-year high of $51.18.

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.