Captrust Financial Advisors Has $536,000 Stock Position in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)

Captrust Financial Advisors grew its position in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) by 97.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,291 shares of the company’s stock after acquiring an additional 2,607 shares during the quarter. Captrust Financial Advisors owned 0.81% of Vanguard California Tax-Exempt Bond ETF worth $536,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Larson Financial Group LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF during the 3rd quarter worth approximately $101,000. Meridian Wealth Management LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF during the 3rd quarter worth approximately $462,000. Charles Schwab Investment Management Inc. acquired a new position in Vanguard California Tax-Exempt Bond ETF during the 3rd quarter worth approximately $23,248,000. Core Wealth Partners LLC acquired a new stake in shares of Vanguard California Tax-Exempt Bond ETF in the 3rd quarter valued at approximately $268,000. Finally, TPG Advisors LLC boosted its holdings in shares of Vanguard California Tax-Exempt Bond ETF by 60.1% in the 3rd quarter. TPG Advisors LLC now owns 4,006 shares of the company’s stock valued at $406,000 after buying an additional 1,504 shares during the last quarter.

Vanguard California Tax-Exempt Bond ETF Price Performance

NYSEARCA VTEC opened at $100.83 on Thursday. Vanguard California Tax-Exempt Bond ETF has a 12 month low of $98.21 and a 12 month high of $101.86. The stock has a 50 day moving average of $100.52 and a 200-day moving average of $100.27.

Vanguard California Tax-Exempt Bond ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Tuesday, November 5th. Stockholders of record on Friday, November 1st were issued a $0.1505 dividend. The ex-dividend date was Friday, November 1st.

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.