Retirement Planning Group LLC Lowers Holdings in Vanguard California Tax-Exempt Bond ETF $VTEC

Retirement Planning Group LLC lowered its holdings in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 29.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,626 shares of the company’s stock after selling 2,800 shares during the quarter. Retirement Planning Group LLC owned approximately 0.06% of Vanguard California Tax-Exempt Bond ETF worth $647,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Charles Schwab Investment Management Inc. boosted its position in Vanguard California Tax-Exempt Bond ETF by 25.6% during the first quarter. Charles Schwab Investment Management Inc. now owns 2,262,138 shares of the company’s stock worth $222,594,000 after purchasing an additional 460,429 shares in the last quarter. Wedmont Private Capital boosted its position in Vanguard California Tax-Exempt Bond ETF by 5.4% during the second quarter. Wedmont Private Capital now owns 70,763 shares of the company’s stock worth $6,889,000 after purchasing an additional 3,614 shares in the last quarter. Eclectic Associates Inc. ADV boosted its position in Vanguard California Tax-Exempt Bond ETF by 56.0% during the second quarter. Eclectic Associates Inc. ADV now owns 53,092 shares of the company’s stock worth $5,182,000 after purchasing an additional 19,053 shares in the last quarter. PFG Advisors boosted its position in Vanguard California Tax-Exempt Bond ETF by 49.5% during the first quarter. PFG Advisors now owns 39,657 shares of the company’s stock worth $3,902,000 after purchasing an additional 13,126 shares in the last quarter. Finally, Royal Bank of Canada boosted its position in Vanguard California Tax-Exempt Bond ETF by 438.1% during the first quarter. Royal Bank of Canada now owns 29,596 shares of the company’s stock worth $2,912,000 after purchasing an additional 24,096 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Trading Down 0.0%

Shares of VTEC stock opened at $100.52 on Thursday. The business’s 50 day moving average is $98.99 and its two-hundred day moving average is $97.66. Vanguard California Tax-Exempt Bond ETF has a 12-month low of $94.02 and a 12-month high of $101.42.

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.