Root Financial Partners LLC Buys 9,667 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Root Financial Partners LLC lifted its stake in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 77.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,085 shares of the company’s stock after buying an additional 9,667 shares during the period. Root Financial Partners LLC owned approximately 0.16% of Vanguard California Tax-Exempt Bond ETF worth $2,203,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC grew its position in Vanguard California Tax-Exempt Bond ETF by 91.2% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 9,647 shares of the company’s stock worth $961,000 after acquiring an additional 4,602 shares during the last quarter. Sequoia Financial Advisors LLC purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter valued at approximately $293,000. Ariston Services Group grew its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 23.8% in the third quarter. Ariston Services Group now owns 6,737 shares of the company’s stock worth $672,000 after purchasing an additional 1,293 shares during the last quarter. Concurrent Investment Advisors LLC increased its stake in shares of Vanguard California Tax-Exempt Bond ETF by 152.7% in the third quarter. Concurrent Investment Advisors LLC now owns 37,644 shares of the company’s stock worth $3,756,000 after buying an additional 22,746 shares during the period. Finally, Elser Financial Planning Inc increased its stake in shares of Vanguard California Tax-Exempt Bond ETF by 23.0% in the third quarter. Elser Financial Planning Inc now owns 4,783 shares of the company’s stock worth $476,000 after buying an additional 893 shares during the period.

Vanguard California Tax-Exempt Bond ETF Trading Down 0.0%

NYSEARCA:VTEC opened at $100.90 on Tuesday. The company has a fifty day moving average of $100.37 and a 200 day moving average of $99.21. Vanguard California Tax-Exempt Bond ETF has a 52 week low of $94.02 and a 52 week high of $100.99.

Vanguard California Tax-Exempt Bond ETF 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.