Shared Vision Wealth Group LLC Boosts Holdings in Vanguard California Tax-Exempt Bond ETF $VTEC

Shared Vision Wealth Group LLC raised its holdings in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 76.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,510 shares of the company’s stock after buying an additional 19,280 shares during the quarter. Vanguard California Tax-Exempt Bond ETF makes up approximately 1.8% of Shared Vision Wealth Group LLC’s holdings, making the stock its 15th largest holding. Shared Vision Wealth Group LLC owned 0.25% of Vanguard California Tax-Exempt Bond ETF worth $4,484,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Ameritas Advisory Services LLC grew its position in Vanguard California Tax-Exempt Bond ETF by 432.8% during the fourth quarter. Ameritas Advisory Services LLC now owns 6,830 shares of the company’s stock valued at $685,000 after buying an additional 5,548 shares during the period. Catalyst Private Wealth LLC grew its position in Vanguard California Tax-Exempt Bond ETF by 271.7% during the fourth quarter. Catalyst Private Wealth LLC now owns 9,468 shares of the company’s stock valued at $949,000 after buying an additional 6,921 shares during the period. Evoke Wealth LLC grew its position in Vanguard California Tax-Exempt Bond ETF by 167.4% during the fourth quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock valued at $10,028,000 after buying an additional 62,621 shares during the period. Argyle Capital Partners LLC bought a new position in Vanguard California Tax-Exempt Bond ETF during the third quarter valued at about $499,000. Finally, Elequin Capital LP purchased a new stake in Vanguard California Tax-Exempt Bond ETF during the third quarter valued at about $1,225,000.

Vanguard California Tax-Exempt Bond ETF Stock Down 0.1%

BATS VTEC opened at $99.87 on Friday. Vanguard California Tax-Exempt Bond ETF has a 52 week low of $96.35 and a 52 week high of $101.90. The firm’s 50-day simple moving average is $99.62 and its two-hundred day simple moving average is $100.23.

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.