Moss Adams Wealth Advisors LLC Makes New Investment in Vanguard California Tax-Exempt Bond ETF $VTEC

Moss Adams Wealth Advisors LLC purchased a new stake in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 5,521 shares of the company’s stock, valued at approximately $554,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Signature Resources Capital Management LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 3rd quarter valued at $33,000. Spire Wealth Management boosted its stake in 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 worth $35,000 after acquiring an additional 250 shares in the last quarter. Advisory Services Network LLC bought a new position in Vanguard California Tax-Exempt Bond ETF during the third quarter worth $41,000. WFA of San Diego LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF in the second quarter worth $58,000. Finally, Knuff & Co LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF in the third quarter worth $80,000.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.2%

VTEC opened at $100.20 on Friday. The company has a fifty day moving average price of $100.32 and a two-hundred day moving average price of $100.34. Vanguard California Tax-Exempt Bond ETF has a 1-year low of $96.00 and a 1-year high of $101.90.

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.