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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 %
GC
26
Guggenheim Capital
Illinois
$1.67M 17,154 +17,154 New
CIA
27
Concurrent Investment Advisors
Florida
$1.45M 14,898 +751 +5%
WS
28
Wedbush Securities
California
$1.35M 13,796 +284 +2%
RFP
29
Root Financial Partners
California
$1.21M 12,418 +3,936 +46%
LWM
30
Luminvest Wealth Management
Arizona
$1.16M 11,904 +11,904 New
AQR Capital Management
31
AQR Capital Management
Connecticut
$906K 9,281 +5,045 +119%
FTUS
32
Flow Traders U.S.
New York
$861K 8,825 +8,825 New
Jane Street
33
Jane Street
New York
$837K 8,579 -39,516 -82%
SHGA
34
Sand Hill Global Advisors
California
$825K 8,451 +8,451 New
NBWM
35
North Berkeley Wealth Management
California
$812K 8,322
Cerity Partners
36
Cerity Partners
New York
$702K 7,195 +7,195 New
OC
37
Oppenheimer & Co
New York
$663K 6,792 +6,792 New
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$647K 6,626 -2,800 -30%
Osaic Holdings
39
Osaic Holdings
Arizona
$587K 5,975 +3,814 +176%
UCFA
40
United Capital Financial Advisors
Texas
$549K 5,624 +5,624 New
KWS
41
Keystone Wealth Services
California
$537K 5,500 -147 -3%
ASG
42
Ariston Services Group
California
$531K 5,444 +23 +0.4%
MWM
43
Meridian Wealth Management
Kentucky
$525K 5,375 +470 +10%
SM
44
Sweeney & Michel
California
$502K 5,176 +1,892 +58%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$492K 5,045
NA
46
Nautilus Advisors
California
$424K 4,341 +101 +2%
TA
47
TPG Advisors
Illinois
$391K 4,006
AF
48
Allworth Financial
California
$381K 3,903 +3,902 +390,200%
WANY
49
Wealthspire Advisors (New York)
New York
$337K 3,448 +3,448 New
NA
50
NewEdge Advisors
Louisiana
$328K 3,363