Eclectic Associates Inc. ADV Boosts Stake in Vanguard California Tax-Exempt Bond ETF $VTEC

Eclectic Associates Inc. ADV grew its stake in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 12.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 59,670 shares of the company’s stock after acquiring an additional 6,578 shares during the quarter. Vanguard California Tax-Exempt Bond ETF comprises about 1.1% of Eclectic Associates Inc. ADV’s portfolio, making the stock its 25th biggest position. Eclectic Associates Inc. ADV’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $5,953,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Albion Financial Group UT lifted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 47.1% during the 2nd quarter. Albion Financial Group UT now owns 625 shares of the company’s stock worth $61,000 after purchasing an additional 200 shares during the last quarter. Meridian Wealth Management LLC raised its holdings in Vanguard California Tax-Exempt Bond ETF by 9.6% in the second quarter. Meridian Wealth Management LLC now owns 5,375 shares of the company’s stock worth $525,000 after purchasing an additional 470 shares in the last quarter. WFA of San Diego LLC purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter valued at about $58,000. Concurrent Investment Advisors LLC lifted its position in shares of Vanguard California Tax-Exempt Bond ETF by 5.3% during the second quarter. Concurrent Investment Advisors LLC now owns 14,898 shares of the company’s stock valued at $1,454,000 after buying an additional 751 shares during the last quarter. Finally, Breakwater Investment Management bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 3rd quarter valued at about $85,000.

Vanguard California Tax-Exempt Bond ETF Price Performance

Shares of Vanguard California Tax-Exempt Bond ETF stock opened at $100.14 on Friday. The firm’s 50 day moving average price is $100.31 and its 200-day moving average price is $98.67. Vanguard California Tax-Exempt Bond ETF has a 52-week low of $94.02 and a 52-week high of $100.72.

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.