Crestwood Advisors Group LLC Has $42.26 Million Stake in Vanguard Tax-Exempt Bond ETF $VTEB

by · The Cerbat Gem

Crestwood Advisors Group LLC lifted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 840,380 shares of the company’s stock after buying an additional 14,485 shares during the quarter. Crestwood Advisors Group LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $42,263,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in VTEB. Wellington Management Group LLP bought a new stake in shares of Vanguard Tax-Exempt Bond ETF in the 3rd quarter valued at approximately $347,641,000. Betterment LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 1,261.4% in the 3rd quarter. Betterment LLC now owns 6,573,354 shares of the company’s stock valued at $329,128,000 after buying an additional 6,090,513 shares in the last quarter. Corient Private Wealth LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 87.6% in the 2nd quarter. Corient Private Wealth LLC now owns 7,404,770 shares of the company’s stock valued at $363,056,000 after buying an additional 3,458,654 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 49.8% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 9,591,400 shares of the company’s stock valued at $480,241,000 after buying an additional 3,187,040 shares in the last quarter. Finally, Wealthfront Advisers LLC grew its stake in shares of Vanguard Tax-Exempt Bond ETF by 8.5% in the 4th quarter. Wealthfront Advisers LLC now owns 24,153,510 shares of the company’s stock valued at $1,214,680,000 after buying an additional 1,889,400 shares in the last quarter.

Vanguard Tax-Exempt Bond ETF Price Performance

Shares of NYSEARCA VTEB opened at $50.20 on Friday. The business has a 50 day simple moving average of $50.28 and a 200 day simple moving average of $50.40. Vanguard Tax-Exempt Bond ETF has a 52 week low of $48.46 and a 52 week high of $51.18.

About Vanguard Tax-Exempt Bond ETF

(Free Report)

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.

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