Vise Technologies Inc. Takes $2.55 Million Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Vise Technologies Inc. bought a new stake in Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 25,380 shares of the company’s stock, valued at approximately $2,545,000. Vise Technologies Inc. owned about 0.14% of Vanguard California Tax-Exempt Bond ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Composition Wealth LLC lifted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 2.5% in the 4th quarter. Composition Wealth LLC now owns 567,221 shares of the company’s stock valued at $56,870,000 after acquiring an additional 13,968 shares during the last quarter. Bank of America Corp DE increased its holdings in Vanguard California Tax-Exempt Bond ETF by 28.5% during the 3rd quarter. Bank of America Corp DE now owns 281,074 shares of the company’s stock valued at $28,043,000 after purchasing an additional 62,288 shares during the period. Captrust Financial Advisors increased its holdings in Vanguard California Tax-Exempt Bond ETF by 20.5% during the 3rd quarter. Captrust Financial Advisors now owns 185,854 shares of the company’s stock valued at $18,543,000 after purchasing an additional 31,638 shares during the period. Wedmont Private Capital increased its holdings in Vanguard California Tax-Exempt Bond ETF by 27.6% during the 4th quarter. Wedmont Private Capital now owns 160,113 shares of the company’s stock valued at $16,120,000 after purchasing an additional 34,671 shares during the period. Finally, Evoke Wealth LLC increased its holdings in Vanguard California Tax-Exempt Bond ETF by 167.4% during the 4th quarter. Evoke Wealth LLC now owns 100,023 shares of the company’s stock valued at $10,028,000 after purchasing an additional 62,621 shares during the period.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Shares of BATS:VTEC opened at $99.87 on Friday. Vanguard California Tax-Exempt Bond ETF has a 1 year low of $96.35 and a 1 year high of $101.90. The stock’s 50-day moving average is $99.62 and its 200 day moving average is $100.23.

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.