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Vanguard California Tax-Exempt Bond ETF
VTEC

26 hedge funds and large institutions have $18.4M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

189% more funds holding

Funds holding: 9 → 26 (+17)

88% more capital invested

Capital invested by funds: $9.84M → $18.4M (+$8.61M)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

4.75% less ownership

Funds ownership: 20.45% → 15.7% (-4.7%)

Holders
26
Holders Change
+17
Holders Change %
+188.89%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$3.06M
2
FCA
FLC Capital Advisors
California
+$1.66M
3
WPC
Wedmont Private Capital
Pennsylvania
+$1.57M
4
FMN
Financial Management Network
California
+$1.12M
5
VAF
Values Added Financial
District of Columbia
+$724K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.99M
2
Jane Street
Jane Street
New York
-$1.12M
3
VPIM
Vanguard Personalized Indexing Management
California
-$711K
4
FTUS
Flow Traders U.S.
New York
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Allworth Financial
California
$100 – – –
VPIM
27
Vanguard Personalized Indexing Management
California
– -$711K -7,072 Closed
FTUS
28
Flow Traders U.S.
New York
– -$522K -5,195 Closed
1
2

VTEC Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q2 2024, worth a combined $18.4M — up 88% from $9.84M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTEC positions and 2 closed out — a net gain of 17 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.06M. The largest seller was Royal Bank of Canada, cutting an estimated $1.99M.

  • 26 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q2 2024, up from 9 in Q1 2024.
  • Funds reported $18.4M of Vanguard California Tax-Exempt Bond ETF stock for Q2 2024, up 88% quarter-over-quarter.
  • 19 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q2 2024 and 2 closed out, a net change of +17 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q2 2024 was Old Mission Capital, an estimated $3.06M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2024.