Platt Wealth Management LLC Acquires 15,460 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Platt Wealth Management LLC boosted its holdings in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 81.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 34,481 shares of the company’s stock after acquiring an additional 15,460 shares during the quarter. Vanguard California Tax-Exempt Bond ETF accounts for about 2.5% of Platt Wealth Management LLC’s investment portfolio, making the stock its 13th biggest position. Platt Wealth Management LLC owned about 0.08% of Vanguard California Tax-Exempt Bond ETF worth $3,250,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. WorthPointe LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF during the second quarter valued at approximately $701,000. Root Financial Partners LLC grew its stake in shares of Vanguard California Tax-Exempt Bond ETF by 50.5% in the 3rd quarter. Root Financial Partners LLC now owns 47,591 shares of the company’s stock valued at $4,487,000 after purchasing an additional 15,977 shares during the period. Bank of America Corp DE raised its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 11.0% in the 1st quarter. Bank of America Corp DE now owns 336,901 shares of the company’s stock worth $33,380,000 after buying an additional 33,268 shares in the last quarter. Corient Private Wealth LP raised its holdings in shares of 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 buying an additional 26,393 shares in the last quarter. Finally, Apella Capital LLC raised its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 169.9% in the 3rd quarter. Apella Capital LLC now owns 65,501 shares of the company’s stock worth $6,137,000 after buying an additional 41,234 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Vanguard California Tax-Exempt Bond ETF stock opened at $97.93 on Monday. The business has a 50 day simple moving average of $95.91 and a 200 day simple moving average of $98.91. Vanguard California Tax-Exempt Bond ETF has a one year low of $93.46 and a one year high of $101.90.

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.