Diversify Wealth Management LLC Purchases Shares of 19,947 Vanguard California Tax-Exempt Bond ETF $VTEC

Diversify Wealth Management LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 19,947 shares of the company’s stock, valued at approximately $1,993,000. Diversify Wealth Management LLC owned 0.19% of Vanguard California Tax-Exempt Bond ETF at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Spire Wealth Management lifted its stake in Vanguard California Tax-Exempt Bond ETF by 250.0% in the 4th quarter. Spire Wealth Management now owns 350 shares of the company’s stock valued at $35,000 after acquiring an additional 250 shares in the last quarter. Advisory Services Network LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF during the 3rd quarter worth approximately $41,000. WFA of San Diego LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF during the second quarter worth $58,000. Golden State Wealth Management LLC boosted its holdings in Vanguard California Tax-Exempt Bond ETF by 39.6% during the fourth quarter. Golden State Wealth Management LLC now owns 705 shares of the company’s stock worth $71,000 after purchasing an additional 200 shares during the last quarter. Finally, Cherry Tree Wealth Management LLC bought a new position in Vanguard California Tax-Exempt Bond ETF in the fourth quarter valued at $80,000.

Vanguard California Tax-Exempt Bond ETF Trading Down 0.1%

Shares of VTEC stock opened at $99.96 on Tuesday. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $96.35 and a 1 year high of $101.90. The firm’s fifty day moving average price is $99.87 and its two-hundred day moving average price is $100.22.

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.