VTEC icon

Vanguard California Tax-Exempt Bond ETF
VTEC

Overview Fund Activity

58 hedge funds and large institutions have $258M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+17
Holders Change %
+41.46%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
19
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$179M
2
Jane Street
2
Jane Street
New York
$19.2M
3
OMC
3
Old Mission Capital
Illinois
$6.76M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.88M
5
Bank of America
5
Bank of America
North Carolina
$3.16M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
BHPW
2
Beverly Hills Private Wealth
California
$0
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$0
4
DAS
4
Diversify Advisory Services
Utah
$896K
5
AFG
5
Atomi Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VAF
26
Values Added Financial
District of Columbia
$726K 7,298 – –
JIC
27
Joel Isaacson & Co
New York
$715K 7,178 +64 +0.9%
RFP
28
Root Financial Partners
California
$597K 6,002 +2 +0%
OWM
29
Opes Wealth Management
California
$562K 5,650 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$547K 5,500 – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$499K 5,015 +5,015 New
MWM
32
Meridian Wealth Management
Kentucky
$488K 4,905 +350 +8%
EWP
33
Elevation Wealth Partners
California
$432K 4,336 +4,336 New
Citadel Advisors
34
Citadel Advisors
Florida
$424K 4,261 +4,261 New
NA
35
Nautilus Advisors
California
$400K 4,015 +4,015 New
TA
36
TPG Advisors
Illinois
$399K 4,006 – –
KWS
37
Keystone Wealth Services
California
$374K 3,755 +225 +6%
LWM
38
Luminvest Wealth Management
Arizona
$370K 3,717 +3,717 New
Jones Financial Companies
39
Jones Financial Companies
Missouri
$358K 3,597 +3,597 New
NA
40
NewEdge Advisors
Louisiana
$335K 3,363 +518 +18%
TWM
41
Tolleson Wealth Management
Texas
$328K 3,300 – –
EW
42
Evoke Wealth
California
$301K 3,023 +3,023 New
CWP
43
Core Wealth Partners
California
$263K 2,639 – –
BCM
44
Blume Capital Management
California
$249K 2,500 – –
AAS
45
Ameritas Advisory Services
Nebraska
$249K 2,500 +2,500 New
AL
46
Aspiriant LLC
California
$246K 2,470 +2,470 New
MGIA
47
Moneta Group Investment Advisors
Missouri
$227K 2,284 – –
CAG
48
Compass Advisory Group
New York
$223K 2,243 +2,243 New
Osaic Holdings
49
Osaic Holdings
Arizona
$215K 2,159 +37 +2%
JFG
50
JDM Financial Group
Texas
$121K 1,216 -1,815 -60%
1
2
3