Vanguard California Tax-Exempt Bond ETF $VTEC Stock Position Raised by Platt Wealth Management LLC

Platt Wealth Management LLC boosted its position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 81.3% in the 3rd quarter, HoldingsChannel reports. The firm owned 34,481 shares of the company’s stock after buying an additional 15,460 shares during the period. Vanguard California Tax-Exempt Bond ETF accounts for about 2.5% of Platt Wealth Management LLC’s investment portfolio, making the stock its 13th largest holding. Platt Wealth Management LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $3,250,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of America Corp DE boosted its position in 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 valued at $33,380,000 after buying an additional 33,268 shares in the last quarter. Wedmont Private Capital increased its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 0.8% during the third quarter. Wedmont Private Capital now owns 246,073 shares of the company’s stock worth $23,141,000 after buying an additional 1,932 shares in the last quarter. Tarbox Family Office Inc. acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter worth approximately $11,533,000. Corient Private Wealth LP increased its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 40.4% during the second quarter. Corient Private Wealth LP now owns 91,669 shares of the company’s stock worth $9,222,000 after buying an additional 26,393 shares in the last quarter. Finally, Eclectic Associates Inc. ADV increased its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 10.5% during the third quarter. Eclectic Associates Inc. ADV now owns 87,103 shares of the company’s stock worth $8,212,000 after buying an additional 8,252 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

BATS:VTEC opened at $97.93 on Monday. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $93.46 and a 1 year high of $101.90. The firm has a 50 day moving average of $95.91 and a 200-day moving average of $98.91.

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.