EverSource Wealth Advisors LLC Acquires 10,612 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

EverSource Wealth Advisors LLC lifted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 101,688 shares of the company’s stock after acquiring an additional 10,612 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $5,114,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in VTEB. Wellington Management Group LLP bought a new position in shares of Vanguard Tax-Exempt Bond ETF during the third quarter valued at approximately $347,641,000. Betterment LLC raised its holdings in shares of Vanguard Tax-Exempt Bond ETF by 1,261.4% during the third quarter. Betterment LLC now owns 6,573,354 shares of the company’s stock valued at $329,128,000 after acquiring an additional 6,090,513 shares in the last quarter. Corient Private Wealth LLC grew its stake in Vanguard Tax-Exempt Bond ETF by 87.6% in the second quarter. Corient Private Wealth LLC now owns 7,404,770 shares of the company’s stock worth $363,056,000 after purchasing an additional 3,458,654 shares during the period. Mercer Global Advisors Inc. ADV grew its stake in Vanguard Tax-Exempt Bond ETF by 49.8% in the third quarter. Mercer Global Advisors Inc. ADV now owns 9,591,400 shares of the company’s stock worth $480,241,000 after purchasing an additional 3,187,040 shares during the period. Finally, Wealthfront Advisers LLC grew its stake in Vanguard Tax-Exempt Bond ETF by 8.5% in the fourth quarter. Wealthfront Advisers LLC now owns 24,153,510 shares of the company’s stock worth $1,214,680,000 after purchasing an additional 1,889,400 shares during the period.

Vanguard Tax-Exempt Bond ETF Stock Up 0.1%

Shares of VTEB stock opened at $49.88 on Friday. The business’s fifty day moving average is $50.12 and its 200 day moving average is $50.36. Vanguard Tax-Exempt Bond ETF has a twelve month low of $48.46 and a twelve month high of $51.18.

Vanguard Tax-Exempt Bond ETF Company 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.