Apella Capital LLC Acquires 8,008 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Apella Capital LLC grew its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 89.0% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 17,005 shares of the company’s stock after buying an additional 8,008 shares during the period. Apella Capital LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $1,704,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Ameritas Advisory Services LLC boosted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 432.8% in the 4th quarter. Ameritas Advisory Services LLC now owns 6,830 shares of the company’s stock valued at $685,000 after buying an additional 5,548 shares in the last quarter. Catalyst Private Wealth LLC boosted its position in Vanguard California Tax-Exempt Bond ETF by 271.7% in the fourth quarter. Catalyst Private Wealth LLC now owns 9,468 shares of the company’s stock valued at $949,000 after buying an additional 6,921 shares during the last quarter. Elequin Capital LP acquired a new position in Vanguard California Tax-Exempt Bond ETF in the 3rd quarter worth approximately $1,225,000. Evoke Wealth LLC lifted its holdings in 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 acquiring an additional 62,621 shares during the period. Finally, Wedmont Private Capital lifted its position in shares of Vanguard California Tax-Exempt Bond ETF by 27.6% during the 4th quarter. Wedmont Private Capital now owns 160,113 shares of the company’s stock valued at $16,120,000 after buying an additional 34,671 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.1%

Shares of BATS:VTEC opened at $100.50 on Friday. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $96.35 and a 1 year high of $101.90. The business’s 50 day moving average price is $99.84 and its 200-day moving average price is $100.21.

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.