Ballast Rock Private Wealth LLC Purchases 43,475 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Ballast Rock Private Wealth LLC increased its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 703.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 49,652 shares of the company’s stock after purchasing an additional 43,475 shares during the quarter. Vanguard California Tax-Exempt Bond ETF makes up 2.7% of Ballast Rock Private Wealth LLC’s holdings, making the stock its 3rd largest position. Ballast Rock Private Wealth LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $4,920,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the company. Bank of America Corp DE increased its position in Vanguard California Tax-Exempt Bond ETF by 185.6% during the second quarter. Bank of America Corp DE now owns 218,786 shares of the company’s stock worth $21,356,000 after buying an additional 142,189 shares during the last quarter. Jane Street Group LLC increased its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 111.6% in the fourth quarter. Jane Street Group LLC now owns 262,230 shares of the company’s stock valued at $26,291,000 after purchasing an additional 138,284 shares during the last quarter. Corient Private Wealth LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF in the second quarter valued at about $7,749,000. Evoke Wealth LLC raised its position in shares of Vanguard California Tax-Exempt Bond ETF by 167.4% in the fourth quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock valued at $10,028,000 after purchasing an additional 62,621 shares during the period. Finally, Guggenheim Capital LLC lifted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 104.8% during the 4th quarter. Guggenheim Capital LLC now owns 118,933 shares of the company’s stock worth $11,924,000 after buying an additional 60,860 shares during the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

BATS VTEC opened at $100.24 on Monday. The firm has a 50-day moving average of $99.80 and a 200-day moving average of $100.20. Vanguard California Tax-Exempt Bond ETF has a 52-week low of $96.35 and a 52-week high of $101.90.

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.