Vanguard California Tax-Exempt Bond ETF $VTEC Shares Newly Acquired by Tarbox Family Office Inc.

Tarbox Family Office Inc. bought a new position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 122,331 shares of the company’s stock, valued at approximately $11,533,000. Vanguard California Tax-Exempt Bond ETF comprises approximately 1.6% of Tarbox Family Office Inc.’s portfolio, making the stock its 14th biggest holding. Tarbox Family Office Inc. owned 1.16% of Vanguard California Tax-Exempt Bond ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also bought and sold shares of the company. Simplicity Wealth LLC acquired a new position in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter worth approximately $315,000. Brookstone Capital Management lifted its stake in Vanguard California Tax-Exempt Bond ETF by 8.6% during the third quarter. Brookstone Capital Management now owns 6,295 shares of the company’s stock valued at $593,000 after buying an additional 501 shares in the last quarter. Root Financial Partners LLC boosted its position in shares of Vanguard California Tax-Exempt Bond ETF by 50.5% in the third quarter. Root Financial Partners LLC now owns 47,591 shares of the company’s stock worth $4,487,000 after buying an additional 15,977 shares during the period. Albion Financial Group UT lifted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 144.7% during the 3rd quarter. Albion Financial Group UT now owns 6,339 shares of the company’s stock valued at $598,000 after buying an additional 3,749 shares during the last quarter. Finally, Pinnacle Associates Ltd. raised its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 58.2% during the 3rd quarter. Pinnacle Associates Ltd. now owns 6,075 shares of the company’s stock valued at $573,000 after purchasing an additional 2,235 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.1%

Shares of BATS:VTEC opened at $96.42 on Friday. The stock’s 50-day moving average is $96.18 and its 200-day moving average is $98.47. Vanguard California Tax-Exempt Bond ETF has a 52-week low of $93.46 and a 52-week high of $101.90.

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.