Luminvest Wealth Management LLC Increases Stock Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Luminvest Wealth Management LLC raised its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 217.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 45,647 shares of the company’s stock after acquiring an additional 31,272 shares during the quarter. Vanguard California Tax-Exempt Bond ETF makes up 1.2% of Luminvest Wealth Management LLC’s investment portfolio, making the stock its 14th largest position. Luminvest Wealth Management LLC owned 0.43% of Vanguard California Tax-Exempt Bond ETF worth $4,523,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Geometric Wealth Advisors increased its holdings in Vanguard California Tax-Exempt Bond ETF by 1.1% during the 4th quarter. Geometric Wealth Advisors now owns 10,643 shares of the company’s stock valued at $1,067,000 after purchasing an additional 114 shares during the period. WFA of San Diego LLC lifted its holdings in Vanguard California Tax-Exempt Bond ETF by 18.9% in the 4th quarter. WFA of San Diego LLC now owns 785 shares of the company’s stock worth $79,000 after buying an additional 125 shares during the period. Golden State Wealth Management LLC boosted its holdings in Vanguard California Tax-Exempt Bond ETF by 39.6% in the fourth quarter. Golden State Wealth Management LLC now owns 705 shares of the company’s stock valued at $71,000 after acquiring an additional 200 shares in the last quarter. Spire Wealth Management boosted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 250.0% during the 4th quarter. Spire Wealth Management now owns 350 shares of the company’s stock valued at $35,000 after purchasing an additional 250 shares in the last quarter. Finally, Hurlow Wealth Management Group Inc. grew its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 9.8% during the 1st quarter. Hurlow Wealth Management Group Inc. now owns 3,415 shares of the company’s stock worth $338,000 after acquiring an additional 305 shares during the period.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.0%

Shares of Vanguard California Tax-Exempt Bond ETF stock traded up $0.04 during trading on Friday, hitting $100.09. The company’s stock had a trading volume of 376,407 shares, compared to its average volume of 268,191. Vanguard California Tax-Exempt Bond ETF has a 52 week low of $96.35 and a 52 week high of $101.90. The company has a fifty day simple moving average of $99.87 and a two-hundred day simple moving average of $100.22.

Vanguard California Tax-Exempt Bond ETF 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.