Eclectic Associates Inc. ADV Purchases 14,376 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Eclectic Associates Inc. ADV raised its position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 22.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 78,851 shares of the company’s stock after purchasing an additional 14,376 shares during the period. Vanguard California Tax-Exempt Bond ETF makes up approximately 0.9% of Eclectic Associates Inc. ADV’s holdings, making the stock its 26th largest holding. Eclectic Associates Inc. ADV’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $7,932,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Ameritas Advisory Services LLC increased its position in shares of Vanguard California Tax-Exempt Bond ETF by 432.8% during the 4th quarter. Ameritas Advisory Services LLC now owns 6,830 shares of the company’s stock valued at $685,000 after purchasing an additional 5,548 shares during the last quarter. Evoke Wealth LLC lifted its position in Vanguard California Tax-Exempt Bond ETF by 167.4% in the 4th quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock worth $10,028,000 after buying an additional 62,621 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Vanguard California Tax-Exempt Bond ETF by 86.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 13,146 shares of the company’s stock worth $1,318,000 after buying an additional 6,098 shares during the last quarter. Ndwm LLC boosted its stake in Vanguard California Tax-Exempt Bond ETF by 17.1% in the fourth quarter. Ndwm LLC now owns 35,138 shares of the company’s stock worth $3,523,000 after buying an additional 5,132 shares in the last quarter. Finally, Bernzott Capital Advisors purchased a new stake in Vanguard California Tax-Exempt Bond ETF in the first quarter worth approximately $2,994,000.

Vanguard California Tax-Exempt Bond ETF Trading Down 0.0%

Shares of BATS VTEC opened at $98.86 on Friday. Vanguard California Tax-Exempt Bond ETF has a one year low of $97.10 and a one year high of $101.90. The firm’s 50 day simple moving average is $99.76 and its two-hundred day simple moving average is $100.04.

About Vanguard California Tax-Exempt Bond ETF

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.