Vanguard California Tax-Exempt Bond ETF $VTEC Shares Acquired by Brio Consultants LLC

Brio Consultants LLC increased its holdings in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 12.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 59,384 shares of the company’s stock after acquiring an additional 6,455 shares during the quarter. Brio Consultants LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $5,796,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Albion Financial Group UT grew its position in Vanguard California Tax-Exempt Bond ETF by 47.1% during the 2nd quarter. Albion Financial Group UT now owns 625 shares of the company’s stock worth $61,000 after purchasing an additional 200 shares during the last quarter. Bell Investment Advisors Inc boosted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 1,174.3% during the first quarter. Bell Investment Advisors Inc now owns 1,287 shares of the company’s stock worth $127,000 after buying an additional 1,186 shares during the period. First Pacific Financial acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter worth about $151,000. Paragon Capital Management Ltd purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter worth about $201,000. Finally, Cetera Investment Advisers acquired a new position in Vanguard California Tax-Exempt Bond ETF in the 1st quarter valued at about $210,000.

Vanguard California Tax-Exempt Bond ETF Stock Down 0.1%

VTEC opened at $100.18 on Friday. Vanguard California Tax-Exempt Bond ETF has a 52 week low of $94.02 and a 52 week high of $101.42. The business has a 50 day moving average price of $99.72 and a two-hundred day moving average price of $98.01.

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.