LCW Services LLC Makes New Investment in Vanguard Tax-Exempt Bond ETF $VTEB

LCW Services LLC acquired a new position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 29,765 shares of the company’s stock, valued at approximately $1,497,000. Vanguard Tax-Exempt Bond ETF makes up approximately 0.8% of LCW Services LLC’s investment portfolio, making the stock its 19th biggest position.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. PFG Investments LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 1.3% in the 4th quarter. PFG Investments LLC now owns 15,902 shares of the company’s stock valued at $800,000 after buying an additional 198 shares in the last quarter. Quantum Financial Planning Services Inc. raised its position in shares of Vanguard Tax-Exempt Bond ETF by 2.1% in the 4th quarter. Quantum Financial Planning Services Inc. now owns 9,559 shares of the company’s stock valued at $481,000 after buying an additional 199 shares in the last quarter. Jordan Park Trust Co LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 1.8% in the 4th quarter. Jordan Park Trust Co LLC now owns 11,604 shares of the company’s stock valued at $584,000 after buying an additional 200 shares in the last quarter. Bridgewealth Advisory Group LLC raised its position in shares of Vanguard Tax-Exempt Bond ETF by 4.1% in the 4th quarter. Bridgewealth Advisory Group LLC now owns 5,114 shares of the company’s stock valued at $257,000 after buying an additional 200 shares in the last quarter. Finally, Planning Directions Inc. raised its position in shares of Vanguard Tax-Exempt Bond ETF by 1.1% in the 4th quarter. Planning Directions Inc. now owns 18,551 shares of the company’s stock valued at $933,000 after buying an additional 207 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of NYSEARCA:VTEB opened at $50.30 on Friday. The firm has a 50 day moving average of $50.15 and a 200-day moving average of $50.35. Vanguard Tax-Exempt Bond ETF has a 12 month low of $48.46 and a 12 month 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.