Bernzott Capital Advisors Invests $2.99 Million in Vanguard California Tax-Exempt Bond ETF $VTEC

Bernzott Capital Advisors acquired a new stake in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 30,215 shares of the company’s stock, valued at approximately $2,994,000. Bernzott Capital Advisors owned approximately 0.29% of Vanguard California Tax-Exempt Bond ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Spire Wealth Management increased its holdings in Vanguard California Tax-Exempt Bond ETF by 250.0% during the 4th quarter. Spire Wealth Management now owns 350 shares of the company’s stock worth $35,000 after purchasing an additional 250 shares during the period. Advisory Services Network LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF in the 3rd quarter valued at about $41,000. WFA of San Diego LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF in the 2nd quarter valued at about $58,000. Golden State Wealth Management LLC boosted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 39.6% in the 4th quarter. Golden State Wealth Management LLC now owns 705 shares of the company’s stock valued at $71,000 after buying an additional 200 shares during the period. Finally, Knuff & Co LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter worth about $80,000.

Vanguard California Tax-Exempt Bond ETF Price Performance

Shares of Vanguard California Tax-Exempt Bond ETF stock opened at $100.05 on Friday. The business has a 50-day simple moving average of $99.87 and a 200-day simple moving average of $100.22. Vanguard California Tax-Exempt Bond ETF has a one year low of $96.35 and a one year high of $101.90.

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.