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Vanguard California Tax-Exempt Bond ETF
VTEC

59 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, 20 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

326% more capital invested

Capital invested by funds: $60.6M → $258M (+$197M)

40% more funds holding

Funds holding: 42 → 59 (+17)

23.78% more ownership

Funds ownership: 25.15% → 48.93% (+24%)

Holders
59
Holders Change
+17
Holders Change %
+40.48%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
20
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$158M
2
Jane Street
Jane Street
New York
+$13.1M
3
OMC
Old Mission Capital
Illinois
+$6.81M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$4.39M
5
Bank of America
Bank of America
North Carolina
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.73M
2
BHPW
Beverly Hills Private Wealth
California
-$1.04M
3
PCMC
Paragon Capital Management (Colorado)
Colorado
-$636K
4
DAS
Diversify Advisory Services
Utah
-$425K
5
AFG
Atomi Financial Group
New York
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
26
Values Added Financial
District of Columbia
$726K – – –
JIC
27
Joel Isaacson & Co
New York
$715K +$6.42K +64 +0.9%
RFP
28
Root Financial Partners
California
$597K +$201 +2 +0%
OWM
29
Opes Wealth Management
California
$562K – – –
BEW
30
Burton Enright Welch
California
$556K +$320K +3,185 +133%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$547K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$499K +$503K +5,015 New
MWM
33
Meridian Wealth Management
Kentucky
$488K +$35.1K +350 +8%
EWP
34
Elevation Wealth Partners
California
$432K +$435K +4,336 New
Citadel Advisors
35
Citadel Advisors
Florida
$424K +$428K +4,261 New
NA
36
Nautilus Advisors
California
$400K +$403K +4,015 New
TA
37
TPG Advisors
Illinois
$399K – – –
KWS
38
Keystone Wealth Services
California
$374K +$22.6K +225 +6%
LWM
39
Luminvest Wealth Management
Arizona
$370K +$373K +3,717 New
Jones Financial Companies
40
Jones Financial Companies
Missouri
$358K +$361K +3,597 New
NA
41
NewEdge Advisors
Louisiana
$335K +$52K +518 +18%
TWM
42
Tolleson Wealth Management
Texas
$328K – – –
EW
43
Evoke Wealth
California
$301K +$303K +3,023 New
CWP
44
Core Wealth Partners
California
$263K – – –
BCM
45
Blume Capital Management
California
$249K – – –
AAS
46
Ameritas Advisory Services
Nebraska
$249K +$251K +2,500 New
AL
47
Aspiriant LLC
California
$246K +$248K +2,470 New
MGIA
48
Moneta Group Investment Advisors
Missouri
$227K – – –
CAG
49
Compass Advisory Group
New York
$223K +$225K +2,243 New
Osaic Holdings
50
Osaic Holdings
Arizona
$215K +$3.71K +37 +2%
1
2
3

VTEC Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q4 2024, worth a combined $258M — up 326% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTEC positions and 5 closed out — a net gain of 19 holders — while 20 added to existing stakes and 4 trimmed.

The largest buyer was Charles Schwab, adding an estimated $158M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.73M sold.

  • 59 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $258M of Vanguard California Tax-Exempt Bond ETF stock for Q4 2024, up 326% quarter-over-quarter.
  • 24 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q4 2024 and 5 closed out, a net change of +19 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q4 2024 was Charles Schwab, an estimated $158M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2024.