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Vanguard California Tax-Exempt Bond ETF
VTEC

Overview Fund Activity

79 hedge funds and large institutions have $542M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+17
Holders Change %
+27.42%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
30
Reduced
8
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$158M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21.8M
3
Bank of America
Bank of America
North Carolina
+$13.9M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$7.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.67M

Top Sellers

1
PA
PFG Advisors
Arizona
-$3.9M
2
Jane Street
Jane Street
New York
-$3.86M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.72M
4
EC
Elequin Capital
New York
-$2.17M
5
OMC
Old Mission Capital
Illinois
-$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$1.77M +$780K +8,010 +79%
GC
27
Guggenheim Capital
Illinois
$1.67M +$1.67M +17,154 New
CIA
28
Concurrent Investment Advisors
Florida
$1.45M +$73.3K +751 +5%
WS
29
Wedbush Securities
California
$1.35M +$27.7K +284 +2%
RFP
30
Root Financial Partners
California
$1.21M +$384K +3,936 +46%
LWM
31
Luminvest Wealth Management
Arizona
$1.16M +$1.16M +11,904 New
AQR Capital Management
32
AQR Capital Management
Connecticut
$906K +$492K +5,045 +119%
FTUS
33
Flow Traders U.S.
New York
$861K +$861K +8,825 New
Jane Street
34
Jane Street
New York
$837K -$3.86M -39,516 -82%
SHGA
35
Sand Hill Global Advisors
California
$825K +$825K +8,451 New
NBWM
36
North Berkeley Wealth Management
California
$812K – – –
Cerity Partners
37
Cerity Partners
New York
$702K +$702K +7,195 New
OC
38
Oppenheimer & Co
New York
$663K +$663K +6,792 New
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$647K -$273K -2,800 -30%
Osaic Holdings
40
Osaic Holdings
Arizona
$587K +$375K +3,814 +176%
UCFA
41
United Capital Financial Advisors
Texas
$549K +$549K +5,624 New
KWS
42
Keystone Wealth Services
California
$537K -$14.3K -147 -3%
ASG
43
Ariston Services Group
California
$531K +$2.25K +23 +0.4%
MWM
44
Meridian Wealth Management
Kentucky
$525K +$45.9K +470 +10%
SM
45
Sweeney & Michel
California
$502K +$183K +1,892 +58%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$492K – – –
NA
47
Nautilus Advisors
California
$424K +$9.86K +101 +2%
TA
48
TPG Advisors
Illinois
$391K – – –
AF
49
Allworth Financial
California
$381K +$381K +3,902 +390,200%
WANY
50
Wealthspire Advisors (New York)
New York
$337K +$337K +3,448 New
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