Ndwm LLC Has $3.52 Million Holdings in Vanguard California Tax-Exempt Bond ETF $VTEC

Ndwm LLC boosted its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 17.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 35,138 shares of the company’s stock after acquiring an additional 5,132 shares during the period. Vanguard California Tax-Exempt Bond ETF accounts for approximately 2.3% of Ndwm LLC’s investment portfolio, making the stock its 8th biggest holding. Ndwm LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $3,523,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in VTEC. Spire Wealth Management raised its holdings in Vanguard California Tax-Exempt Bond ETF by 250.0% in the fourth quarter. Spire Wealth Management now owns 350 shares of the company’s stock worth $35,000 after purchasing an additional 250 shares in the last quarter. Advisory Services Network LLC bought a new position in Vanguard California Tax-Exempt Bond ETF in the third quarter worth about $41,000. WFA of San Diego LLC bought a new position in Vanguard California Tax-Exempt Bond ETF in the second quarter worth about $58,000. Knuff & Co LLC bought a new position in Vanguard California Tax-Exempt Bond ETF in the third quarter worth about $80,000. Finally, Rialto Wealth Management LLC bought a new position in Vanguard California Tax-Exempt Bond ETF in the fourth quarter worth about $100,000.

Vanguard California Tax-Exempt Bond ETF Trading Down 0.1%

Shares of Vanguard California Tax-Exempt Bond ETF stock opened at $99.44 on Thursday. The company has a 50-day simple moving average of $99.83 and a two-hundred day simple moving average of $100.34. Vanguard California Tax-Exempt Bond ETF has a one year low of $96.35 and a one year high of $101.90.

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.