Root Financial Partners LLC lifted its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC – Free Report) by 50.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 47,591 shares of the company’s stock after purchasing an additional 15,977 shares during the quarter. Root Financial Partners LLC owned about 0.45% of Vanguard California Tax-Exempt Bond ETF worth $4,487,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently made changes to their positions in the company. WorthPointe LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF in the second quarter valued at about $701,000. Bank of America Corp DE boosted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 11.0% during the first quarter. Bank of America Corp DE now owns 336,901 shares of the company’s stock worth $33,380,000 after purchasing an additional 33,268 shares during the period. Bernzott Capital Advisors purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the first quarter worth about $2,994,000. Corient Private Wealth LP grew its stake in shares of Vanguard California Tax-Exempt Bond ETF by 40.4% in the second quarter. Corient Private Wealth LP now owns 91,669 shares of the company’s stock worth $9,222,000 after purchasing an additional 26,393 shares during the last quarter. Finally, Pasadena Private Wealth LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the first quarter worth about $13,775,000.
Vanguard California Tax-Exempt Bond ETF Stock Performance
Shares of BATS:VTEC opened at $96.28 on Friday. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $93.46 and a 1 year high of $101.90. The stock’s 50-day moving average is $96.24 and its 200 day moving average is $98.48.
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.
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