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Vanguard California Tax-Exempt Bond ETF

79 hedge funds and large institutions have $538M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$379M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22M
Bank of America
3
Bank of America
North Carolina
$21.4M
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.1M
WPC
5
Wedmont Private Capital
Pennsylvania
$6.89M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.67M
LPL Financial
7
LPL Financial
California
$6.31M
BC
8
Brio Consultants
California
$5.8M
EA
9
Eclectic Associates
California
$5.18M
Creative Planning
10
Creative Planning
Kansas
$5.14M
Corient Private Wealth
11
Corient Private Wealth
Florida
$3.87M
GAM
12
Gotham Asset Management
New York
$3.87M
FPAS
13
Focus Partners Advisor Solutions
Missouri
$3.81M
BIA
14
Bell Investment Advisors
California
$3.62M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.92M
EW
16
Evoke Wealth
California
$2.54M
NL
17
NDWM LLC
California
$2.44M
SW
18
SteelPeak Wealth
California
$2.17M
Raymond James Financial
19
Raymond James Financial
Florida
$2.09M
FMN
20
Financial Management Network
California
$2.03M
FCA
21
FLC Capital Advisors
California
$1.98M
DAS
22
Diversify Advisory Services
Utah
$1.93M
BOC
23
Blue Oak Capital
California
$1.86M
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.86M
FPCP
25
Fort Point Capital Partners
California
$1.8M