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Vanguard California Tax-Exempt Bond ETF
VTEC

42 hedge funds and large institutions have $60.6M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 1

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

229% more capital invested

Capital invested by funds: $18.4M → $60.6M (+$42.2M)

62% more funds holding

Funds holding: 26 → 42 (+16)

9.44% more ownership

Funds ownership: 15.7% → 25.15% (+9.4%)

Holders
42
Holders Change
+16
Holders Change %
+61.54%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
18
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$23M
2
Jane Street
Jane Street
New York
+$5.46M
3
FPCP
Fort Point Capital Partners
California
+$1.73M
4
FTUS
Flow Traders U.S.
New York
+$1.72M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.38M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.06M
2
BCM
Blume Capital Management
California
-$100K
3
FCG
Financial Connections Group
California
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
26
Keystone Wealth Services
California
$358K +$1.51K +15 +0.4%
TWM
27
Tolleson Wealth Management
Texas
$335K +$332K +3,300 New
JFG
28
JDM Financial Group
Texas
$307K – – –
NA
29
NewEdge Advisors
Louisiana
$288K – – –
CWP
30
Core Wealth Partners
California
$268K +$265K +2,639 New
BCM
31
Blume Capital Management
California
$253K -$100K -1,000 -29%
BEW
32
Burton Enright Welch
California
$243K +$241K +2,396 New
MGIA
33
Moneta Group Investment Advisors
Missouri
$232K +$230K +2,284 New
Osaic Holdings
34
Osaic Holdings
Arizona
$215K +$3.01K +30 +1%
SM
35
Sweeney & Michel
California
$205K +$1.41K +14 +0.7%
AFG
36
Atomi Financial Group
New York
$202K +$201K +1,996 New
LFG
37
Larson Financial Group
Missouri
$101K +$100K +1,000 New
Bank of America
38
Bank of America
North Carolina
$96.3K +$95.5K +950 New
CFO
39
CVA Family Office
Colorado
$33.9K +$1.41K +14 +4%
BIA
40
Bell Investment Advisors
California
$10.1K +$3.12K +31 +45%
AF
41
Allworth Financial
California
$102 – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$101 +$100 +1 New
OMC
43
Old Mission Capital
Illinois
– -$3.06M -30,813 Closed
FCG
44
Financial Connections Group
California
– -$10K -103 Closed
1
2

VTEC Hedge Fund Activity: Q3 2024 in Review

42 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q3 2024, worth a combined $60.6M — up 229% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTEC positions and 2 closed out — a net gain of 16 holders — while 18 added to existing stakes and 1 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $23M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.06M sold.

  • 42 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $60.6M of Vanguard California Tax-Exempt Bond ETF stock for Q3 2024, up 229% quarter-over-quarter.
  • 18 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q3 2024 and 2 closed out, a net change of +16 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q3 2024 was Charles Schwab, an estimated $23M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2024.