Catalyst Private Wealth LLC Buys 6,921 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Catalyst Private Wealth LLC increased its stake in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 271.7% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 9,468 shares of the company’s stock after acquiring an additional 6,921 shares during the quarter. Catalyst Private Wealth LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $949,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Miracle Mile Advisors LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF in the third quarter valued at about $55,198,000. Bank of America Corp DE increased its stake in Vanguard California Tax-Exempt Bond ETF by 28.5% in the third quarter. Bank of America Corp DE now owns 281,074 shares of the company’s stock valued at $28,043,000 after acquiring an additional 62,288 shares during the last quarter. Captrust Financial Advisors increased its stake in shares of Vanguard California Tax-Exempt Bond ETF by 20.5% in the 3rd quarter. Captrust Financial Advisors now owns 185,854 shares of the company’s stock valued at $18,543,000 after purchasing an additional 31,638 shares during the last quarter. Wedmont Private Capital grew its position in Vanguard California Tax-Exempt Bond ETF by 27.6% in the fourth quarter. Wedmont Private Capital now owns 160,113 shares of the company’s stock valued at $16,120,000 after acquiring an additional 34,671 shares during the last quarter. Finally, Corient Private Wealth LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF during the second quarter worth about $7,749,000.

Vanguard California Tax-Exempt Bond ETF Price Performance

VTEC stock opened at $98.67 on Monday. Vanguard California Tax-Exempt Bond ETF has a 12 month low of $94.02 and a 12 month high of $101.90. The firm has a 50-day moving average price of $100.68 and a 200-day moving average price of $100.36.

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.