Geometric Wealth Advisors Takes $1.05 Million Position in Vanguard California Tax-Exempt Bond ETF $VTEC

Geometric Wealth Advisors bought a new stake in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 10,529 shares of the company’s stock, valued at approximately $1,050,000. Vanguard California Tax-Exempt Bond ETF comprises about 0.1% of Geometric Wealth Advisors’ portfolio, making the stock its 28th biggest position. Geometric Wealth Advisors owned 0.08% of Vanguard California Tax-Exempt Bond ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. boosted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 71.5% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,879,597 shares of the company’s stock worth $378,687,000 after purchasing an additional 1,617,459 shares in the last quarter. Miracle Mile Advisors LLC bought a new stake in Vanguard California Tax-Exempt Bond ETF in the 3rd quarter worth approximately $55,198,000. Cetera Investment Advisers boosted its stake in Vanguard California Tax-Exempt Bond ETF by 10,448.4% in the second quarter. Cetera Investment Advisers now owns 225,420 shares of the company’s stock worth $22,003,000 after buying an additional 223,283 shares in the last quarter. Bank of America Corp DE grew its position in Vanguard California Tax-Exempt Bond ETF by 185.6% during the second quarter. Bank of America Corp DE now owns 218,786 shares of the company’s stock valued at $21,356,000 after acquiring an additional 142,189 shares during the last quarter. Finally, Captrust Financial Advisors raised its stake in shares of Vanguard California Tax-Exempt Bond ETF by 33.5% during the second quarter. Captrust Financial Advisors now owns 154,216 shares of the company’s stock worth $15,053,000 after acquiring an additional 38,668 shares in the last quarter.

Vanguard California Tax-Exempt Bond ETF Stock Up 0.1%

Shares of Vanguard California Tax-Exempt Bond ETF stock opened at $101.55 on Monday. Vanguard California Tax-Exempt Bond ETF has a 52-week low of $94.02 and a 52-week high of $101.58. The company has a fifty day moving average of $100.72 and a 200-day moving average of $99.90.

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.