Root Financial Partners LLC boosted its stake in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC – Free Report) by 41.7% during the first quarter, Holdings Channel.com reports. The firm owned 35,913 shares of the company’s stock after purchasing an additional 10,562 shares during the quarter. Root Financial Partners LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $3,558,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in VTEC. Spire Wealth Management lifted its position in shares of Vanguard California Tax-Exempt Bond ETF by 250.0% during the fourth quarter. Spire Wealth Management now owns 350 shares of the company’s stock valued at $35,000 after buying an additional 250 shares during the last quarter. Advisory Services Network LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF in the 3rd quarter worth approximately $41,000. WFA of San Diego LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF during the 2nd quarter worth approximately $58,000. Golden State Wealth Management LLC raised its stake in shares of Vanguard California Tax-Exempt Bond ETF by 39.6% during the 4th quarter. Golden State Wealth Management LLC now owns 705 shares of the company’s stock worth $71,000 after acquiring an additional 200 shares in the last quarter. Finally, Knuff & Co LLC purchased a new stake in Vanguard California Tax-Exempt Bond ETF during the third quarter valued at approximately $80,000.
Vanguard California Tax-Exempt Bond ETF Stock Performance
Shares of VTEC opened at $100.29 on Thursday. Vanguard California Tax-Exempt Bond ETF has a twelve month low of $96.35 and a twelve month high of $101.90. The company has a 50 day moving average of $99.86 and a two-hundred day moving average of $100.22.
Vanguard California Tax-Exempt Bond ETF Company Profile
The Vanguard California Tax-Exempt Bond ETF (VTEC) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market value-weighted index of tax-exempt investment grade debt issued by California governments and agencies. VTEC was launched on Jan 30, 2024 and is issued by Vanguard.
Recommended Stories
- Five stocks we like better than Vanguard California Tax-Exempt Bond ETF
- AirJoule Unveils Prime System, Clearing Path to Commercialization
- Copper Stocks Are Getting a Bigger Spotlight as Gold’s Rally Cracks
- Nike Q4 Beat Masks Core Weakness as Analysts Cut Price Targets
- Uber’s Waymo Detour Tests the Stock’s Robotaxi Bull Case
Want to see what other hedge funds are holding VTEC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard California Tax-Exempt Bond ETF (BATS:VTEC – Free Report).
Receive News & Ratings for Vanguard California Tax-Exempt Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vanguard California Tax-Exempt Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
