VTEC icon

Vanguard California Tax-Exempt Bond ETF

121 hedge funds and large institutions have $698M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
26
Root Financial Partners
California
$2.2M
FMN
27
Financial Management Network
California
$2.02M
FCA
28
FLC Capital Advisors
California
$2.02M
DAS
29
Diversify Advisory Services
Utah
$1.98M
SW
30
SteelPeak Wealth
California
$1.79M
FPCP
31
Fort Point Capital Partners
California
$1.75M
FTUS
32
Flow Traders U.S.
New York
$1.48M
BEW
33
Burton Enright Welch
California
$1.43M
WS
34
Wedbush Securities
California
$1.38M
EC
35
Elequin Capital
New York
$1.22M
LWM
36
Luminvest Wealth Management
Arizona
$1.2M
MWM
37
Meridian Wealth Management
Kentucky
$1.17M
GWA
38
Geometric Wealth Advisors
District of Columbia
$1.05M
Mariner
39
Mariner
Kansas
$990K
WAS
40
WESPAC Advisors SoCal
California
$969K
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$961K
SHGA
42
Sand Hill Global Advisors
California
$959K
AQR Capital Management
43
AQR Capital Management
Connecticut
$926K
HWP
44
Highline Wealth Partners
California
$904K
Osaic Holdings
45
Osaic Holdings
Arizona
$853K
NBWM
46
North Berkeley Wealth Management
California
$830K
BA
47
Bridgewater Advisors
New York
$799K
VA
48
Valmark Advisers
Ohio
$780K
Cerity Partners
49
Cerity Partners
New York
$748K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$747K