Shared Vision Wealth Group LLC Grows Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Shared Vision Wealth Group LLC lifted its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 76.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 44,510 shares of the company’s stock after buying an additional 19,280 shares during the quarter. Vanguard California Tax-Exempt Bond ETF makes up approximately 1.8% of Shared Vision Wealth Group LLC’s portfolio, making the stock its 15th biggest holding. Shared Vision Wealth Group LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $4,484,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Geometric Wealth Advisors lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 1.1% in the fourth quarter. Geometric Wealth Advisors now owns 10,643 shares of the company’s stock worth $1,067,000 after buying an additional 114 shares in the last quarter. Spire Wealth Management lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 250.0% in the fourth quarter. Spire Wealth Management now owns 350 shares of the company’s stock worth $35,000 after buying an additional 250 shares in the last quarter. MFA Wealth Services increased its position in shares of Vanguard California Tax-Exempt Bond ETF by 16.6% in the fourth quarter. MFA Wealth Services now owns 2,412 shares of the company’s stock worth $242,000 after purchasing an additional 343 shares during the last quarter. Albion Financial Group UT increased its position in shares of Vanguard California Tax-Exempt Bond ETF by 43.6% in the fourth quarter. Albion Financial Group UT now owns 1,185 shares of the company’s stock worth $119,000 after purchasing an additional 360 shares during the last quarter. Finally, Advisory Services Network LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF in the third quarter worth approximately $41,000.

Vanguard California Tax-Exempt Bond ETF Stock Performance

VTEC stock opened at $99.87 on Friday. The company’s 50 day moving average is $99.62 and its 200 day moving average is $100.23. Vanguard California Tax-Exempt Bond ETF has a 1-year low of $96.35 and a 1-year 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.