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Vanguard California Tax-Exempt Bond ETF

78 hedge funds and large institutions have $535M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
+16
Holders Change %
+25.81%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
30
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$379M 3,879,597 +1,617,459 +72%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22M 225,420 +223,283 +10,448%
Bank of America
3
Bank of America
North Carolina
$21.4M 218,786 +142,189 +186%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.1M 154,216 +38,668 +33%
Corient Private Wealth
5
Corient Private Wealth
Florida
$7.75M 79,392 +79,392 New
WPC
6
Wedmont Private Capital
Pennsylvania
$6.89M 70,763 +3,614 +5%
LPL Financial
7
LPL Financial
California
$6.31M 64,633 +55,754 +628%
BC
8
Brio Consultants
California
$5.8M 59,384 +6,455 +12%
EA
9
Eclectic Associates
California
$5.18M 53,092 +19,053 +56%
Creative Planning
10
Creative Planning
Kansas
$5.14M 52,635 +36,723 +231%
GAM
11
Gotham Asset Management
New York
$3.87M 39,612
FPAS
12
Focus Partners Advisor Solutions
Missouri
$3.81M 39,000 +39,000 New
BIA
13
Bell Investment Advisors
California
$3.62M 37,108 +35,821 +2,783%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.92M 29,905 +12,104 +68%
EW
15
Evoke Wealth
California
$2.54M 26,042 +5,047 +24%
NL
16
NDWM LLC
California
$2.44M 24,955 +24,955 New
SW
17
SteelPeak Wealth
California
$2.17M 22,245 -5,149 -19%
Raymond James Financial
18
Raymond James Financial
Florida
$2.09M 21,369 +2,604 +14%
FMN
19
Financial Management Network
California
$2.03M 20,844 -8,143 -28%
FCA
20
FLC Capital Advisors
California
$1.98M 20,258 -563 -3%
DAS
21
Diversify Advisory Services
Utah
$1.93M 19,805 +19,805 New
BOC
22
Blue Oak Capital
California
$1.86M 19,091 +1,426 +8%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.86M 19,031 +1,426 +8%
FPCP
24
Fort Point Capital Partners
California
$1.8M 18,478 +1,030 +6%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.77M 18,188 +8,010 +79%