Sterling Investment Advisors Ltd. Takes Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Sterling Investment Advisors Ltd. bought a new position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,000 shares of the company’s stock, valued at approximately $495,000.

Other institutional investors also recently added to or reduced their stakes in the company. Bank of America Corp DE increased its position in shares of Vanguard California Tax-Exempt Bond ETF by 185.6% in the 2nd quarter. Bank of America Corp DE now owns 218,786 shares of the company’s stock valued at $21,356,000 after purchasing an additional 142,189 shares during the last quarter. Pasadena Private Wealth LLC purchased a new position in Vanguard California Tax-Exempt Bond ETF in the first quarter valued at $13,775,000. Jane Street Group LLC raised its stake in Vanguard California Tax-Exempt Bond ETF by 111.6% in the fourth quarter. Jane Street Group LLC now owns 262,230 shares of the company’s stock valued at $26,291,000 after buying an additional 138,284 shares in the last quarter. Corient Private Wealth LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF in the second quarter valued at $7,749,000. Finally, Evoke Wealth LLC lifted its holdings in Vanguard California Tax-Exempt Bond ETF by 167.4% during the 4th quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock worth $10,028,000 after buying an additional 62,621 shares during the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.1%

BATS:VTEC opened at $100.02 on Wednesday. The stock has a 50-day simple moving average of $99.88 and a 200-day simple moving average of $100.22. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $96.35 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.