Brio Consultants LLC Takes Position in Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)

Brio Consultants LLC purchased a new stake in shares of Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,457 shares of the company’s stock, valued at approximately $842,000. Brio Consultants LLC owned 1.30% of Vanguard California Tax-Exempt Bond ETF as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Albion Financial Group UT acquired a new position in Vanguard California Tax-Exempt Bond ETF during the 4th quarter valued at about $42,000. Larson Financial Group LLC acquired a new position in Vanguard California Tax-Exempt Bond ETF in the third quarter valued at approximately $101,000. Atomi Financial Group Inc. bought a new position in Vanguard California Tax-Exempt Bond ETF in the third quarter valued at approximately $202,000. Aspiriant LLC acquired a new stake in Vanguard California Tax-Exempt Bond ETF during the 4th quarter worth $246,000. Finally, Ameritas Advisory Services LLC bought a new stake in shares of Vanguard California Tax-Exempt Bond ETF during the 4th quarter valued at $249,000.

Vanguard California Tax-Exempt Bond ETF Price Performance

VTEC stock opened at $99.58 on Friday. Vanguard California Tax-Exempt Bond ETF has a twelve month low of $98.21 and a twelve month high of $101.86. The business’s fifty day moving average is $99.82 and its 200-day moving average is $100.29.

Vanguard California Tax-Exempt Bond ETF Increases Dividend

The business also recently announced a dividend, which will be paid on Wednesday, February 5th. Shareholders of record on Monday, February 3rd will be issued a dividend of $0.2827 per share. The ex-dividend date is Monday, February 3rd. This is a boost from Vanguard California Tax-Exempt Bond ETF’s previous dividend of $0.15.

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.