Highline Wealth Partners LLC Takes $904,000 Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Highline Wealth Partners LLC purchased a new position in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 9,063 shares of the company’s stock, valued at approximately $904,000. Highline Wealth Partners LLC owned approximately 0.07% of Vanguard California Tax-Exempt Bond ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Fiduciary Financial Group LLC lifted its stake in Vanguard California Tax-Exempt Bond ETF by 28.5% during the third quarter. Fiduciary Financial Group LLC now owns 3,994 shares of the company’s stock valued at $398,000 after buying an additional 886 shares in the last quarter. Eclectic Associates Inc. ADV raised its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 12.4% during the third quarter. Eclectic Associates Inc. ADV now owns 59,670 shares of the company’s stock valued at $5,953,000 after acquiring an additional 6,578 shares during the period. Wedmont Private Capital raised its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 77.3% during the third quarter. Wedmont Private Capital now owns 125,442 shares of the company’s stock valued at $12,493,000 after acquiring an additional 54,679 shares during the period. Breakwater Investment Management purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 3rd quarter valued at approximately $85,000. Finally, Corient Private Wealth LLC purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 2nd quarter valued at approximately $3,875,000.

Vanguard California Tax-Exempt Bond ETF Trading Up 0.1%

NYSEARCA VTEC opened at $100.27 on Tuesday. Vanguard California Tax-Exempt Bond ETF has a twelve month low of $94.02 and a twelve month high of $100.72. The firm’s 50 day moving average price is $100.32 and its two-hundred day moving average price is $98.74.

About Vanguard California Tax-Exempt Bond ETF

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.