Root Financial Partners LLC Purchases 10,562 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Root Financial Partners LLC boosted its position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 41.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 35,913 shares of the company’s stock after purchasing an additional 10,562 shares during the quarter. Root Financial Partners LLC owned about 0.34% of Vanguard California Tax-Exempt Bond ETF worth $3,558,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. DeLarme Wealth Management Inc. grew its position in shares of Vanguard California Tax-Exempt Bond ETF by 70.5% during the 1st quarter. DeLarme Wealth Management Inc. now owns 25,885 shares of the company’s stock worth $2,565,000 after buying an additional 10,703 shares in the last quarter. Moss Adams Wealth Advisors LLC lifted its stake in Vanguard California Tax-Exempt Bond ETF by 63.0% in the first quarter. Moss Adams Wealth Advisors LLC now owns 8,999 shares of the company’s stock worth $892,000 after acquiring an additional 3,478 shares during the period. Pasadena Private Wealth LLC purchased a new stake in Vanguard California Tax-Exempt Bond ETF in the first quarter worth about $13,775,000. Hurlow Wealth Management Group Inc. grew its holdings in Vanguard California Tax-Exempt Bond ETF by 9.8% during the 1st quarter. Hurlow Wealth Management Group Inc. now owns 3,415 shares of the company’s stock worth $338,000 after acquiring an additional 305 shares in the last quarter. Finally, MFA Wealth Services grew its holdings in Vanguard California Tax-Exempt Bond ETF by 18.8% during the 1st quarter. MFA Wealth Services now owns 2,866 shares of the company’s stock worth $284,000 after acquiring an additional 454 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

BATS:VTEC opened at $100.29 on Thursday. Vanguard California Tax-Exempt Bond ETF has a one year low of $96.35 and a one year high of $101.90. The firm has a 50-day simple moving average of $99.86 and a 200-day simple moving average of $100.22.

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.