SteelPeak Wealth LLC Sells 8,010 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

SteelPeak Wealth LLC lowered its holdings in Vanguard California Tax-Exempt Bond ETF (BATS:VTECFree Report) by 54.6% during the first quarter, Holdings Channel.com reports. The firm owned 6,657 shares of the company’s stock after selling 8,010 shares during the period. SteelPeak Wealth LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $660,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in VTEC. Independent Financial Group LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the first quarter worth $637,000. D.A. Davidson & CO. bought a new position in shares of Vanguard California Tax-Exempt Bond ETF in the first quarter valued at about $203,000. Sanctuary Advisors LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF in the first quarter valued at about $324,000. Sterling Investment Advisors Ltd. acquired a new position in Vanguard California Tax-Exempt Bond ETF during the 1st quarter worth about $495,000. Finally, Retirement Planning Group LLC lifted its position in Vanguard California Tax-Exempt Bond ETF by 13.2% during the 1st quarter. Retirement Planning Group LLC now owns 6,878 shares of the company’s stock worth $681,000 after buying an additional 801 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Price Performance

Shares of BATS:VTEC opened at $99.62 on Friday. Vanguard California Tax-Exempt Bond ETF has a 12 month low of $96.35 and a 12 month high of $101.90. The company’s 50-day moving average price is $99.88 and its two-hundred day moving average price is $100.21.

Vanguard California Tax-Exempt Bond ETF Company Profile

(Free Report)

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.

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Want to see what other hedge funds are holding VTEC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vanguard California Tax-Exempt Bond ETF (BATS:VTECFree Report).

Institutional Ownership by Quarter for Vanguard California Tax-Exempt Bond ETF (BATS:VTEC)

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