Vanguard California Tax-Exempt Bond ETF $VTEC Shares Purchased by Burton Enright Welch

Burton Enright Welch raised its stake in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 37.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,276 shares of the company’s stock after purchasing an additional 9,806 shares during the quarter. Burton Enright Welch owned 0.08% of Vanguard California Tax-Exempt Bond ETF worth $3,420,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Timbuktu Capital Management LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter valued at approximately $87,000. Value Investment Professionals LLC bought a new stake in Vanguard California Tax-Exempt Bond ETF during the second quarter worth $203,000. D.A. Davidson & CO. bought a new stake in Vanguard California Tax-Exempt Bond ETF during the first quarter worth $203,000. Hennion & Walsh Asset Management Inc. purchased a new stake in Vanguard California Tax-Exempt Bond ETF in the 2nd quarter valued at $214,000. Finally, Allworth Financial LP raised its position in Vanguard California Tax-Exempt Bond ETF by 105.9% in the 2nd quarter. Allworth Financial LP now owns 2,238 shares of the company’s stock valued at $225,000 after buying an additional 1,151 shares during the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Shares of BATS:VTEC opened at $97.93 on Monday. The stock’s fifty day simple moving average is $95.91 and its two-hundred day simple moving average is $98.91. Vanguard California Tax-Exempt Bond ETF has a 1-year low of $93.46 and a 1-year high of $101.90.

About Vanguard California Tax-Exempt Bond ETF

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.