WorthPointe LLC Makes New Investment in Vanguard California Tax-Exempt Bond ETF $VTEC

WorthPointe LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 6,970 shares of the company’s stock, valued at approximately $701,000. WorthPointe LLC owned about 0.07% of Vanguard California Tax-Exempt Bond ETF at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Ameritas Advisory Services LLC lifted its position in Vanguard California Tax-Exempt Bond ETF by 432.8% during the fourth quarter. Ameritas Advisory Services LLC now owns 6,830 shares of the company’s stock valued at $685,000 after acquiring an additional 5,548 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in Vanguard California Tax-Exempt Bond ETF by 86.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 13,146 shares of the company’s stock valued at $1,318,000 after purchasing an additional 6,098 shares during the last quarter. Evoke Wealth LLC raised its position in Vanguard California Tax-Exempt Bond ETF by 167.4% during the 4th quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock worth $10,028,000 after buying an additional 62,621 shares during the last quarter. Bank of America Corp DE grew 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 worth $33,380,000 after purchasing an additional 33,268 shares during the period. Finally, Shared Vision Wealth Group LLC grew its holdings in Vanguard California Tax-Exempt Bond ETF by 76.4% during the fourth quarter. Shared Vision Wealth Group LLC now owns 44,510 shares of the company’s stock worth $4,484,000 after acquiring an additional 19,280 shares during the period.

Vanguard California Tax-Exempt Bond ETF Price Performance

Vanguard California Tax-Exempt Bond ETF stock opened at $97.42 on Thursday. The company’s fifty day moving average price is $99.22 and its 200 day moving average price is $99.74. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $97.22 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.