Wealth Enhancement Advisory Services LLC Invests $496,000 in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)

Wealth Enhancement Advisory Services LLC purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 5,045 shares of the company’s stock, valued at approximately $496,000. Wealth Enhancement Advisory Services LLC owned approximately 0.07% of Vanguard California Tax-Exempt Bond ETF as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Jones Financial Companies Lllp bought a new stake in Vanguard California Tax-Exempt Bond ETF during the 4th quarter valued at approximately $358,000. Raymond James Financial Inc. bought a new stake in Vanguard California Tax-Exempt Bond ETF during the 4th quarter valued at approximately $1,582,000. LPL Financial LLC boosted its stake in Vanguard California Tax-Exempt Bond ETF by 66.7% during the 4th quarter. LPL Financial LLC now owns 7,838 shares of the company’s stock valued at $780,000 after purchasing an additional 3,136 shares during the period. Evoke Wealth LLC bought a new stake in Vanguard California Tax-Exempt Bond ETF during the 4th quarter valued at approximately $301,000. Finally, Sweeney & Michel LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF in the 1st quarter valued at approximately $314,000.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.1%

Vanguard California Tax-Exempt Bond ETF stock opened at $97.58 on Friday. The business has a 50 day moving average price of $97.07 and a two-hundred day moving average price of $98.19. Vanguard California Tax-Exempt Bond ETF has a 12 month low of $94.02 and a 12 month high of $101.85.

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.