Vanguard California Tax-Exempt Bond ETF $VTEC Shares Acquired by Evoke Wealth LLC

Evoke Wealth LLC lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 167.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 100,023 shares of the company’s stock after buying an additional 62,621 shares during the quarter. Evoke Wealth LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $10,028,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Spire Wealth Management raised its stake in shares of 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 buying an additional 250 shares during the period. Advisory Services Network LLC acquired 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 shares of Vanguard California Tax-Exempt Bond ETF during the 2nd quarter worth approximately $58,000. Knuff & Co LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF during the 3rd quarter worth approximately $80,000. Finally, Rialto Wealth Management LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF during the 4th quarter worth approximately $100,000.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.1%

Shares of VTEC stock opened at $99.08 on Friday. The stock has a 50 day simple moving average of $99.60 and a 200-day simple moving average of $100.27. Vanguard California Tax-Exempt Bond ETF has a 1-year low of $96.35 and a 1-year high of $101.90.

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.