DeLarme Wealth Management Inc. Increases Stock Position in Vanguard California Tax-Exempt Bond ETF $VTEC

DeLarme Wealth Management Inc. increased its holdings in Vanguard California Tax-Exempt Bond ETF (BATS:VTECFree Report) by 70.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,885 shares of the company’s stock after buying an additional 10,703 shares during the period. Vanguard California Tax-Exempt Bond ETF accounts for 1.7% of DeLarme Wealth Management Inc.’s investment portfolio, making the stock its 19th biggest position. DeLarme Wealth Management Inc. owned approximately 0.25% of Vanguard California Tax-Exempt Bond ETF worth $2,565,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Spire Wealth Management grew its position in shares of Vanguard California Tax-Exempt Bond ETF by 250.0% in the fourth quarter. Spire Wealth Management now owns 350 shares of the company’s stock valued at $35,000 after purchasing an additional 250 shares in the last quarter. Advisory Services Network LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter valued at about $41,000. WFA of San Diego LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter valued at about $58,000. Golden State Wealth Management LLC lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 39.6% in the fourth quarter. Golden State Wealth Management LLC now owns 705 shares of the company’s stock worth $71,000 after buying an additional 200 shares in the last quarter. Finally, Knuff & Co LLC purchased a new stake in Vanguard California Tax-Exempt Bond ETF in the 3rd quarter worth approximately $80,000.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Shares of BATS VTEC opened at $100.60 on Wednesday. The stock’s 50-day simple moving average is $99.86 and its two-hundred day simple moving average is $100.21. Vanguard California Tax-Exempt Bond ETF has a twelve month low of $96.35 and a twelve month high of $101.90.

Vanguard California Tax-Exempt Bond ETF Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Vanguard California Tax-Exempt Bond ETF (BATS:VTEC)

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