Vanguard California Tax-Exempt Bond ETF $VTEC Stock: Catalyst Private Wealth LLC Raises Holdings

Catalyst Private Wealth LLC lifted its holdings in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 182.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,900 shares of the company’s stock after acquiring an additional 13,508 shares during the period. Vanguard California Tax-Exempt Bond ETF makes up approximately 0.8% of Catalyst Private Wealth LLC’s portfolio, making the stock its 27th biggest position. Catalyst Private Wealth LLC owned approximately 0.20% of Vanguard California Tax-Exempt Bond ETF worth $1,970,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in VTEC. Pasadena Private Wealth LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the 1st quarter valued at about $13,775,000. Wedmont Private Capital increased its holdings in Vanguard California Tax-Exempt Bond ETF by 25.4% in the second quarter. Wedmont Private Capital now owns 244,141 shares of the company’s stock worth $24,436,000 after purchasing an additional 49,518 shares in the last quarter. Ballast Rock Private Wealth LLC increased its holdings in Vanguard California Tax-Exempt Bond ETF by 703.8% in the first quarter. Ballast Rock Private Wealth LLC now owns 49,652 shares of the company’s stock worth $4,920,000 after purchasing an additional 43,475 shares in the last quarter. Integrated Advisors Network LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF in the first quarter valued at approximately $4,289,000. Finally, Apella Capital LLC lifted its stake in Vanguard California Tax-Exempt Bond ETF by 169.9% in the third quarter. Apella Capital LLC now owns 65,501 shares of the company’s stock valued at $6,137,000 after buying an additional 41,234 shares during the period.

Vanguard California Tax-Exempt Bond ETF Price Performance

Shares of Vanguard California Tax-Exempt Bond ETF stock traded up $0.37 on Tuesday, reaching $94.72. 2,291,977 shares of the company’s stock were exchanged, compared to its average volume of 419,186. Vanguard California Tax-Exempt Bond ETF has a 52 week low of $93.46 and a 52 week high of $101.90. The firm’s 50-day moving average is $96.75 and its two-hundred day moving average is $98.65.

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.