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Vanguard California Tax-Exempt Bond ETF
VTEC

Overview Fund Activity

62 hedge funds and large institutions have $312M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
5
Closed
11
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$223M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.4M
3
Bank of America
3
Bank of America
North Carolina
$7.54M
4
BC
4
Brio Consultants
California
$5.21M
5
GAM
5
Gotham Asset Management
New York
$3.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.73M
2
OMC
2
Old Mission Capital
Illinois
$1.39M
3
BAG
3
Bridgewealth Advisory Group
California
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
DAS
5
Diversify Advisory Services
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$927K +$927K +9,426 New
LPL Financial
27
LPL Financial
California
$874K +$102K +1,041 +13%
RFP
28
Root Financial Partners
California
$835K +$244K +2,480 +41%
NBWM
29
North Berkeley Wealth Management
California
$819K – – –
VAF
30
Values Added Financial
District of Columbia
$718K – – –
OWM
31
Opes Wealth Management
California
$556K – – –
KWS
32
Keystone Wealth Services
California
$556K +$186K +1,892 +50%
ASG
33
Ariston Services Group
California
$533K -$265K -2,696 -33%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$496K +$496K +5,045 New
MWM
35
Meridian Wealth Management
Kentucky
$483K – – –
EWP
36
Elevation Wealth Partners
California
$429K +$2.36K +24 +0.6%
NA
37
Nautilus Advisors
California
$417K +$22.1K +225 +6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$417K +$417K +4,236 New
TA
39
TPG Advisors
Illinois
$394K – – –
NA
40
NewEdge Advisors
Louisiana
$331K – – –
TWM
41
Tolleson Wealth Management
Texas
$325K – – –
SM
42
Sweeney & Michel
California
$314K +$314K +3,284 New
FFG
43
Fiduciary Financial Group
California
$301K +$301K +3,108 New
HF
44
HRT Financial
New York
$282K -$552K -5,617 -66%
QCM
45
Quantinno Capital Management
New York
$280K +$280K +2,850 New
CC
46
Climber Capital
Switzerland
$266K +$266K +3,110 New
CWP
47
Core Wealth Partners
California
$260K – – –
BCM
48
Blume Capital Management
California
$246K – – –
AL
49
Aspiriant LLC
California
$246K +$2.95K +30 +1%
EFN
50
Equita Financial Network
Pennsylvania
$234K +$234K +2,373 New
1
2
3