Evolve Private Wealth LLC Invests $2.24 Million in Vanguard California Tax-Exempt Bond ETF $VTEC

Evolve Private Wealth LLC bought a new position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) during the first quarter, HoldingsChannel reports. The fund bought 22,611 shares of the company’s stock, valued at approximately $2,240,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Ballast Rock Private Wealth LLC grew its holdings in Vanguard California Tax-Exempt Bond ETF by 703.8% during the first quarter. Ballast Rock Private Wealth LLC now owns 49,652 shares of the company’s stock valued at $4,920,000 after purchasing an additional 43,475 shares during the period. Corient Private Wealth LLC raised its stake in shares of Vanguard California Tax-Exempt Bond ETF by 27.2% in the fourth quarter. Corient Private Wealth LLC now owns 48,112 shares of the company’s stock worth $4,824,000 after buying an additional 10,275 shares during the period. Beacon Pointe Advisors LLC lifted its position in shares of Vanguard California Tax-Exempt Bond ETF by 494.7% during the 4th quarter. Beacon Pointe Advisors LLC now owns 21,153 shares of the company’s stock valued at $2,121,000 after buying an additional 17,596 shares in the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF during the 4th quarter valued at about $1,229,000. Finally, OLD Mission Capital LLC grew its stake in shares of Vanguard California Tax-Exempt Bond ETF by 1,256.5% during the 4th quarter. OLD Mission Capital LLC now owns 50,436 shares of the company’s stock valued at $5,057,000 after acquiring an additional 46,718 shares during the period.

Vanguard California Tax-Exempt Bond ETF Stock Performance

BATS VTEC opened at $100.28 on Tuesday. Vanguard California Tax-Exempt Bond ETF has a 12 month low of $96.35 and a 12 month high of $101.90. The company’s 50 day moving average is $99.81 and its two-hundred day moving average is $100.20.

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.