Catalyst Private Wealth LLC Has $949,000 Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Catalyst Private Wealth LLC increased its holdings in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC) by 271.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,468 shares of the company’s stock after purchasing an additional 6,921 shares during the period. Catalyst Private Wealth LLC owned approximately 0.05% of Vanguard California Tax-Exempt Bond ETF worth $949,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Miracle Mile Advisors LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF during the 3rd quarter worth approximately $55,198,000. Bank of America Corp DE boosted its stake in Vanguard California Tax-Exempt Bond ETF by 185.6% in the 2nd quarter. Bank of America Corp DE now owns 218,786 shares of the company’s stock worth $21,356,000 after purchasing an additional 142,189 shares during the period. Corient Private Wealth LLC bought a new position in shares of Vanguard California Tax-Exempt Bond ETF during the second quarter worth about $7,749,000. Wedmont Private Capital grew its stake in shares of Vanguard California Tax-Exempt Bond ETF by 77.3% during the 3rd quarter. Wedmont Private Capital now owns 125,442 shares of the company’s stock worth $12,493,000 after acquiring an additional 54,679 shares in the last quarter. Finally, PFG Advisors bought a new position in Vanguard California Tax-Exempt Bond ETF in the third quarter valued at $4,311,000.

Vanguard California Tax-Exempt Bond ETF Price Performance

BATS:VTEC opened at $98.67 on Monday. Vanguard California Tax-Exempt Bond ETF has a 52-week low of $94.02 and a 52-week high of $101.90. The stock’s 50-day simple moving average is $100.68 and its 200 day simple moving average is $100.36.

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.