Eclectic Associates Inc. ADV Raises Stock Holdings in Vanguard California Tax-Exempt Bond ETF $VTEC

Eclectic Associates Inc. ADV boosted its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 10.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,103 shares of the company’s stock after purchasing an additional 8,252 shares during the period. Vanguard California Tax-Exempt Bond ETF accounts for about 0.9% of Eclectic Associates Inc. ADV’s portfolio, making the stock its 26th biggest holding. Eclectic Associates Inc. ADV’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $8,212,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of VTEC. Timbuktu Capital Management LLC acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter valued at about $87,000. Blue Trust Inc. bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the first quarter worth about $167,000. Value Investment Professionals LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF in the second quarter valued at approximately $203,000. D.A. Davidson & CO. acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF in the first quarter valued at approximately $203,000. Finally, WealthSpring Partners LLC bought a new position in Vanguard California Tax-Exempt Bond ETF in the 4th quarter valued at approximately $206,000.

Vanguard California Tax-Exempt Bond ETF Trading Up 0.4%

Shares of BATS VTEC opened at $94.04 on Friday. The company has a 50 day simple moving average of $97.00 and a 200 day simple moving average of $98.75. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $93.46 and a 1 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.