Shared Vision Wealth Group LLC Takes $2.54 Million Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Shared Vision Wealth Group LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 25,230 shares of the company’s stock, valued at approximately $2,536,000. Vanguard California Tax-Exempt Bond ETF accounts for approximately 1.1% of Shared Vision Wealth Group LLC’s holdings, making the stock its 22nd largest position. Shared Vision Wealth Group LLC owned about 0.18% of Vanguard California Tax-Exempt Bond ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of VTEC. Charles Schwab Investment Management Inc. raised its position in Vanguard California Tax-Exempt Bond ETF by 71.5% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,879,597 shares of the company’s stock valued at $378,687,000 after purchasing an additional 1,617,459 shares in the last quarter. Miracle Mile Advisors LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter valued at $55,198,000. Cetera Investment Advisers increased its stake in shares of Vanguard California Tax-Exempt Bond ETF by 10,448.4% during the second quarter. Cetera Investment Advisers now owns 225,420 shares of the company’s stock valued at $22,003,000 after buying an additional 223,283 shares during the period. Bank of America Corp DE raised its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 185.6% in the second quarter. Bank of America Corp DE now owns 218,786 shares of the company’s stock valued at $21,356,000 after acquiring an additional 142,189 shares in the last quarter. Finally, Corient Private Wealth LLC purchased a new stake in Vanguard California Tax-Exempt Bond ETF in the second quarter worth about $7,749,000.

Vanguard California Tax-Exempt Bond ETF Price Performance

Shares of VTEC stock opened at $100.61 on Wednesday. Vanguard California Tax-Exempt Bond ETF has a 52-week low of $94.02 and a 52-week high of $100.99. The company’s 50 day moving average is $100.37 and its 200 day moving average is $99.23.

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.