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Vanguard California Tax-Exempt Bond ETF

173 hedge funds and large institutions have $872M invested in Vanguard California Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.48% less ownership

Funds ownership: 50.52%41.04% (-9.5%)

65% less call options, than puts

Call options by funds: $585K | Put options by funds: $1.66M

Holders
173
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$585K
Puts
$1.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$4.2M
NL
27
NDWM LLC
California
$4.14M
GAM
28
Gotham Asset Management
New York
$3.92M
RFP
29
Root Financial Partners
California
$3.56M
Citadel Advisors
30
Citadel Advisors
Florida
$3.3M
Raymond James Financial
31
Raymond James Financial
Florida
$3.05M
BCA
32
Bernzott Capital Advisors
California
$2.99M
WS
33
Wedbush Securities
California
$2.6M
FCA
34
FLC Capital Advisors
California
$2.58M
DWM
35
DeLarme Wealth Management
California
$2.56M
VT
36
Vise Technologies
New York
$2.54M
FPCP
37
Fort Point Capital Partners
California
$2.49M
FPAS
38
Focus Partners Advisor Solutions
Missouri
$2.45M
MWAM
39
Manhattan West Asset Management
California
$2.44M
JIC
40
Joel Isaacson & Co
New York
$2.41M
FA
41
FF Advisors
California
$2.3M
FMN
42
Financial Management Network
California
$2.3M
EPW
43
Evolve Private Wealth
California
$2.24M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.19M
DWM
45
Diversify Wealth Management
Utah
$1.99M
Osaic Holdings
46
Osaic Holdings
Arizona
$1.99M
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.98M
BEW
48
Burton Enright Welch
California
$1.97M
TRCT
49
Tower Research Capital (TRC)
New York
$1.95M
HF
50
HRT Financial
New York
$1.86M