17,691 Vanguard California Tax-Exempt Bond ETF $VTEC Shares Acquired by Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC increased its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC – Free Report) by 139.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,371 shares of the company’s stock after acquiring an additional 17,691 shares during the period. Moss Adams Wealth Advisors LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $2,863,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. WorthPointe LLC purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 2nd quarter worth $701,000. Bank of America Corp DE boosted its position in shares of Vanguard California Tax-Exempt Bond ETF by 11.0% in 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. Root Financial Partners LLC increased its stake in shares of Vanguard California Tax-Exempt Bond ETF by 50.5% in the third quarter. Root Financial Partners LLC now owns 47,591 shares of the company’s stock worth $4,487,000 after purchasing an additional 15,977 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the first quarter worth $2,994,000. Finally, Corient Private Wealth LP increased 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 in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Shares of VTEC stock opened at $97.14 on Friday. The company’s fifty day moving average price is $96.03 and its 200-day moving average price is $99.00. Vanguard California Tax-Exempt Bond ETF has a one year low of $93.46 and a one year high of $101.90.

Vanguard California Tax-Exempt Bond ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Vanguard California Tax-Exempt Bond ETF (BATS:VTEC)

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