HBK Sorce Advisory LLC Has $33.58 Million Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

HBK Sorce Advisory LLC decreased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 662,875 shares of the company’s stock after selling 23,441 shares during the quarter. Vanguard Tax-Exempt Bond ETF accounts for approximately 0.8% of HBK Sorce Advisory LLC’s holdings, making the stock its 14th biggest holding. HBK Sorce Advisory LLC owned 0.08% of Vanguard Tax-Exempt Bond ETF worth $33,575,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. First Citizens Bank & Trust Co. increased its position in shares of Vanguard Tax-Exempt Bond ETF by 1,681.1% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 594,111 shares of the company’s stock worth $29,747,000 after purchasing an additional 560,755 shares in the last quarter. New York Life Investment Management LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 15.1% during the 3rd quarter. New York Life Investment Management LLC now owns 856,096 shares of the company’s stock worth $42,865,000 after purchasing an additional 112,023 shares in the last quarter. Chesley Taft & Associates LLC increased its position in shares of Vanguard Tax-Exempt Bond ETF by 18.4% during the 4th quarter. Chesley Taft & Associates LLC now owns 150,812 shares of the company’s stock worth $7,584,000 after purchasing an additional 23,425 shares in the last quarter. Compound Planning Inc. increased its position in shares of Vanguard Tax-Exempt Bond ETF by 16.2% during the 3rd quarter. Compound Planning Inc. now owns 333,192 shares of the company’s stock worth $16,683,000 after purchasing an additional 46,505 shares in the last quarter. Finally, Bear Mountain Capital Inc. increased its position in shares of Vanguard Tax-Exempt Bond ETF by 418.3% during the 4th quarter. Bear Mountain Capital Inc. now owns 102,548 shares of the company’s stock worth $5,190,000 after purchasing an additional 82,764 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Stock Performance

Shares of Vanguard Tax-Exempt Bond ETF stock opened at $49.88 on Monday. The company has a 50-day simple moving average of $50.12 and a 200 day simple moving average of $50.36. 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 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.