SteelPeak Wealth LLC Has $660,000 Stake in Vanguard California Tax-Exempt Bond ETF $VTEC

SteelPeak Wealth LLC trimmed its stake in Vanguard California Tax-Exempt Bond ETF (BATS:VTECFree Report) by 54.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,657 shares of the company’s stock after selling 8,010 shares during the period. SteelPeak Wealth LLC owned about 0.06% of Vanguard California Tax-Exempt Bond ETF worth $660,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the stock. Independent Financial Group LLC acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 1st quarter valued at $637,000. D.A. Davidson & CO. acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the 1st quarter worth about $203,000. Sanctuary Advisors LLC acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the 1st quarter worth about $324,000. Sterling Investment Advisors Ltd. bought a new position in Vanguard California Tax-Exempt Bond ETF during the 1st quarter valued at about $495,000. Finally, Retirement Planning Group LLC lifted its holdings 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 valued at $681,000 after purchasing an additional 801 shares during the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Performance

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

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