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Vanguard California Tax-Exempt Bond ETF

78 hedge funds and large institutions have $535M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

Holders
78
Holders Change
+16
Holders Change %
+25.81%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
26
Increased
30
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$328K 3,363
TWM
52
Tolleson Wealth Management
Texas
$322K 3,300
NF
53
NavPoint Financial
Minnesota
$313K 3,207 +3,207 New
FFG
54
Fiduciary Financial Group
California
$303K 3,108
CC
55
Climber Capital
Switzerland
$302K 3,110
HWMG
56
Hurlow Wealth Management Group
Indiana
$294K 3,011 +3,011 New
MWG
57
Martin Worley Group
Utah
$286K 2,935 +2,935 New
QCM
58
Quantinno Capital Management
New York
$278K 2,850
JIC
59
Joel Isaacson & Co
New York
$261K 2,675 +2,675 New
CWP
60
Core Wealth Partners
California
$258K 2,639
BPA
61
Beacon Pointe Advisors
California
$248K 2,543 +2,543 New
AL
62
Aspiriant LLC
California
$247K 2,530 +30 +1%
BCM
63
Blume Capital Management
California
$244K 2,500
CPW
64
Catalyst Private Wealth
California
$241K 2,465 +2,465 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$234K 2,399 +2,399 New
TPWA
66
Twin Peaks Wealth Advisors
California
$233K 2,389 +2,389 New
WCG
67
Weaver Consulting Group
California
$219K 2,248 +2,248 New
PCMC
68
Paragon Capital Management (Colorado)
Colorado
$201K 2,064 +2,064 New
Morgan Stanley
69
Morgan Stanley
New York
$190K 1,942 +1,942 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$178K 1,819 -27,777 -94%
FPF
71
First Pacific Financial
Washington
$151K 1,547 +1,547 New
LFG
72
Larson Financial Group
Missouri
$97.6K 1,000
AFG
73
Albion Financial Group
Utah
$61K 625 +200 +47%
WOSD
74
WFA of San Diego
California
$57.6K 590 +590 New
GSWM
75
Golden State Wealth Management
California
$49.3K 505