Independent Financial Group LLC Purchases Shares of 6,426 Vanguard California Tax-Exempt Bond ETF $VTEC

Independent Financial Group LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 6,426 shares of the company’s stock, valued at approximately $637,000. Independent Financial Group LLC owned about 0.06% of Vanguard California Tax-Exempt Bond ETF at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Ameritas Advisory Services LLC boosted its stake in Vanguard California Tax-Exempt Bond ETF by 432.8% during the 4th quarter. Ameritas Advisory Services LLC now owns 6,830 shares of the company’s stock valued at $685,000 after purchasing an additional 5,548 shares during the last quarter. Catalyst Private Wealth LLC raised its stake in shares of Vanguard California Tax-Exempt Bond ETF by 271.7% in the fourth quarter. Catalyst Private Wealth LLC now owns 9,468 shares of the company’s stock worth $949,000 after purchasing an additional 6,921 shares during the last quarter. Evoke Wealth LLC lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 167.4% in the fourth quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock valued at $10,028,000 after purchasing an additional 62,621 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 86.5% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 13,146 shares of the company’s stock valued at $1,318,000 after purchasing an additional 6,098 shares in the last quarter. Finally, Ndwm LLC lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 17.1% in the fourth quarter. Ndwm LLC now owns 35,138 shares of the company’s stock valued at $3,523,000 after purchasing an additional 5,132 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Down 0.3%

Shares of BATS:VTEC opened at $99.07 on Thursday. The business’s 50 day moving average is $99.86 and its 200 day moving average is $100.19. Vanguard California Tax-Exempt Bond ETF has a 12-month low of $96.38 and a 12-month high of $101.90.

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.