Diversify Wealth Management LLC Takes $1.99 Million Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Diversify Wealth Management LLC bought a new stake in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) in the 1st quarter, Holdings Channel.com reports. The firm bought 19,947 shares of the company’s stock, valued at approximately $1,993,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of VTEC. Ameritas Advisory Services LLC increased its holdings 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 worth $685,000 after acquiring an additional 5,548 shares during the last quarter. Catalyst Private Wealth LLC raised its stake in Vanguard California Tax-Exempt Bond ETF by 271.7% in the 4th quarter. Catalyst Private Wealth LLC now owns 9,468 shares of the company’s stock valued at $949,000 after acquiring an additional 6,921 shares during the period. Evoke Wealth LLC lifted its holdings in Vanguard California Tax-Exempt Bond ETF by 167.4% during the 4th quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock valued at $10,028,000 after purchasing an additional 62,621 shares during the last quarter. Wedmont Private Capital lifted its holdings in Vanguard California Tax-Exempt Bond ETF by 27.6% during the 4th quarter. Wedmont Private Capital now owns 160,113 shares of the company’s stock valued at $16,120,000 after purchasing an additional 34,671 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its position in Vanguard California Tax-Exempt Bond ETF by 86.5% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 13,146 shares of the company’s stock worth $1,318,000 after purchasing an additional 6,098 shares during the period.

Vanguard California Tax-Exempt Bond ETF Stock Down 0.1%

VTEC stock opened at $99.96 on Tuesday. Vanguard California Tax-Exempt Bond ETF has a one year low of $96.35 and a one year high of $101.90. The company has a fifty day moving average price of $99.87 and a two-hundred day moving average price of $100.22.

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.