Corient Private Wealth LLC Increases Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Corient Private Wealth LLC increased its holdings in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 27.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 48,112 shares of the company’s stock after purchasing an additional 10,275 shares during the quarter. Corient Private Wealth LLC owned 0.27% of Vanguard California Tax-Exempt Bond ETF worth $4,824,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Composition Wealth LLC raised its position in shares of Vanguard California Tax-Exempt Bond ETF by 2.5% during the 4th quarter. Composition Wealth LLC now owns 567,221 shares of the company’s stock worth $56,870,000 after purchasing an additional 13,968 shares during the last quarter. Bank of America Corp DE lifted its position in shares of 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 in the last quarter. Cetera Investment Advisers lifted its position in shares of Vanguard California Tax-Exempt Bond ETF by 13.6% in the fourth quarter. Cetera Investment Advisers now owns 273,492 shares of the company’s stock valued at $27,420,000 after acquiring an additional 32,710 shares in the last quarter. Jane Street Group LLC lifted its position 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 acquiring an additional 138,284 shares in the last quarter. Finally, Captrust Financial Advisors boosted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 9.3% in the fourth quarter. Captrust Financial Advisors now owns 203,167 shares of the company’s stock worth $20,370,000 after acquiring an additional 17,313 shares during the last quarter.

Vanguard California Tax-Exempt Bond ETF Trading Up 0.1%

Shares of VTEC opened at $100.50 on Friday. Vanguard California Tax-Exempt Bond ETF has a one year low of $96.35 and a one year high of $101.90. The stock has a 50 day moving average price of $99.84 and a 200 day moving average price of $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.