15,977 Vanguard California Tax-Exempt Bond ETF $VTEC Shares Acquired by Root Financial Partners LLC

Root Financial Partners LLC lifted its position in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 50.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 47,591 shares of the company’s stock after buying an additional 15,977 shares during the period. Root Financial Partners LLC’s holdings in Vanguard California Tax-Exempt Bond ETF were worth $4,487,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Sweeney & Michel LLC grew its stake in shares of Vanguard California Tax-Exempt Bond ETF by 2.2% during the 3rd quarter. Sweeney & Michel LLC now owns 9,683 shares of the company’s stock valued at $913,000 after purchasing an additional 207 shares during the period. MFA Wealth Services increased its position in shares of Vanguard California Tax-Exempt Bond ETF by 9.2% during the 3rd quarter. MFA Wealth Services now owns 3,142 shares of the company’s stock valued at $296,000 after purchasing an additional 264 shares during the last quarter. Hurlow Wealth Management Group Inc. lifted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 9.8% in the 1st quarter. Hurlow Wealth Management Group Inc. now owns 3,415 shares of the company’s stock worth $338,000 after purchasing an additional 305 shares during the period. Roberts Wealth Advisors LLC lifted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 12.1% in the 3rd quarter. Roberts Wealth Advisors LLC now owns 6,272 shares of the company’s stock worth $591,000 after purchasing an additional 675 shares during the period. Finally, Retirement Planning Group LLC lifted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 13.2% in the 1st quarter. Retirement Planning Group LLC now owns 6,878 shares of the company’s stock worth $681,000 after purchasing an additional 801 shares during the period.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.8%

Shares of VTEC stock opened at $96.28 on Friday. Vanguard California Tax-Exempt Bond ETF has a 12 month low of $93.46 and a 12 month high of $101.90. The company has a 50 day simple moving average of $96.24 and a two-hundred day simple moving average of $98.48.

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.