Eclectic Associates Inc. ADV Buys 6,578 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC

Eclectic Associates Inc. ADV boosted its position in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 12.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 59,670 shares of the company’s stock after buying an additional 6,578 shares during the quarter. Vanguard California Tax-Exempt Bond ETF accounts for approximately 1.1% of Eclectic Associates Inc. ADV’s investment portfolio, making the stock its 25th largest position. Eclectic Associates Inc. ADV owned 0.44% of Vanguard California Tax-Exempt Bond ETF worth $5,953,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in VTEC. Albion Financial Group UT boosted its stake in shares of Vanguard California Tax-Exempt Bond ETF by 47.1% during the 2nd quarter. Albion Financial Group UT now owns 625 shares of the company’s stock worth $61,000 after purchasing an additional 200 shares during the period. Meridian Wealth Management LLC raised its position in Vanguard California Tax-Exempt Bond ETF by 9.6% in the 2nd quarter. Meridian Wealth Management LLC now owns 5,375 shares of the company’s stock worth $525,000 after purchasing an additional 470 shares during the period. WFA of San Diego LLC bought a new stake in Vanguard California Tax-Exempt Bond ETF in the second quarter worth about $58,000. Concurrent Investment Advisors LLC boosted its position in shares of Vanguard California Tax-Exempt Bond ETF by 5.3% during the second quarter. Concurrent Investment Advisors LLC now owns 14,898 shares of the company’s stock valued at $1,454,000 after buying an additional 751 shares during the period. Finally, Breakwater Investment Management purchased a new position in shares of Vanguard California Tax-Exempt Bond ETF during the third quarter valued at approximately $85,000.

Vanguard California Tax-Exempt Bond ETF Stock Performance

Shares of NYSEARCA VTEC opened at $100.14 on Friday. The business’s 50 day moving average price is $100.31 and its 200-day moving average price is $98.67. Vanguard California Tax-Exempt Bond ETF has a fifty-two week low of $94.02 and a fifty-two week high of $100.72.

Vanguard California Tax-Exempt Bond ETF Company 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.