Brio Consultants LLC Boosts Stock Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Brio Consultants LLC raised its stake in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 12.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,384 shares of the company’s stock after purchasing an additional 6,455 shares during the period. Brio Consultants LLC owned 0.56% of Vanguard California Tax-Exempt Bond ETF worth $5,796,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of VTEC. Cetera Investment Advisers acquired a new stake in Vanguard California Tax-Exempt Bond ETF in the 1st quarter worth about $210,000. Catalyst Private Wealth LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF in the second quarter valued at approximately $241,000. First Pacific Financial purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF in the second quarter valued at approximately $151,000. Paragon Capital Management Ltd purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter worth approximately $201,000. Finally, Elser Financial Planning Inc acquired a new position in Vanguard California Tax-Exempt Bond ETF in the 2nd quarter valued at $377,000.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Shares of VTEC stock opened at $100.18 on Friday. The stock’s fifty day moving average is $99.72 and its two-hundred day moving average is $98.01. Vanguard California Tax-Exempt Bond ETF has a fifty-two week low of $94.02 and a fifty-two week high of $101.42.

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.