Vanguard California Tax-Exempt Bond ETF $VTEC Shares Acquired by Moss Adams Wealth Advisors LLC

Moss Adams Wealth Advisors LLC boosted its holdings in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 139.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,371 shares of the company’s stock after purchasing an additional 17,691 shares during the period. Moss Adams Wealth Advisors LLC owned about 0.29% of Vanguard California Tax-Exempt Bond ETF worth $2,863,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. WorthPointe LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter valued at about $701,000. Bank of America Corp DE increased its position in Vanguard California Tax-Exempt Bond ETF by 11.0% during the 1st 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. Root Financial Partners LLC increased its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 50.5% during the third quarter. Root Financial Partners LLC now owns 47,591 shares of the company’s stock valued at $4,487,000 after acquiring an additional 15,977 shares in the last quarter. Bernzott Capital Advisors bought a new position in Vanguard California Tax-Exempt Bond ETF in the 1st quarter worth about $2,994,000. Finally, Corient Private Wealth LP boosted its stake in Vanguard California Tax-Exempt Bond ETF by 40.4% in the 2nd quarter. Corient Private Wealth LP now owns 91,669 shares of the company’s stock worth $9,222,000 after purchasing an additional 26,393 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Price Performance

Shares of VTEC stock opened at $97.14 on Friday. Vanguard California Tax-Exempt Bond ETF has a one year low of $93.46 and a one year high of $101.90. The company’s 50-day moving average is $96.03 and its 200 day moving average is $99.00.

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.