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Vanguard California Tax-Exempt Bond ETF

144 hedge funds and large institutions have $768M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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
$411K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
51
Geometric Wealth Advisors
District of Columbia
$1.07M
ASG
52
Ariston Services Group
California
$976K
SHGA
53
Sand Hill Global Advisors
California
$969K
CPW
54
Catalyst Private Wealth
California
$949K
JIC
55
Joel Isaacson & Co
New York
$936K
AQR Capital Management
56
AQR Capital Management
Connecticut
$931K
AC
57
Apella Capital
Connecticut
$902K
NBWM
58
North Berkeley Wealth Management
California
$834K
VA
59
Valmark Advisers
Ohio
$784K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$741K
Vanguard Group
61
Vanguard Group
Pennsylvania
$704K
AAS
62
Ameritas Advisory Services
Nebraska
$685K
OC
63
Oppenheimer & Co
New York
$681K
VST
64
Van Strum & Towne
California
$642K
BRPW
65
Ballast Rock Private Wealth
South Carolina
$619K
SM
66
Sweeney & Michel
California
$618K
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$609K
KWS
68
Keystone Wealth Services
California
$569K
MAWA
69
Moss Adams Wealth Advisors
Washington
$554K
Cerity Partners
70
Cerity Partners
New York
$515K
JWCA
71
J.W. Cole Advisors
Florida
$501K
ACP
72
Argyle Capital Partners
California
$501K
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$490K
SSW
74
Stone Summit Wealth
Florida
$479K
FFG
75
Fiduciary Financial Group
California
$468K