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Vanguard California Tax-Exempt Bond ETF
VTEC

59 hedge funds and large institutions have $258M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 4

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

326% more capital invested

Capital invested by funds: $60.6M → $258M (+$197M)

40% more funds holding

Funds holding: 42 → 59 (+17)

23.78% more ownership

Funds ownership: 25.15% → 48.93% (+24%)

Holders
59
Holders Change
+17
Holders Change %
+40.48%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
20
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$158M
2
Jane Street
Jane Street
New York
+$13.1M
3
OMC
Old Mission Capital
Illinois
+$6.81M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$4.39M
5
Bank of America
Bank of America
North Carolina
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.73M
2
BHPW
Beverly Hills Private Wealth
California
-$1.04M
3
PCMC
Paragon Capital Management (Colorado)
Colorado
-$636K
4
DAS
Diversify Advisory Services
Utah
-$425K
5
AFG
Atomi Financial Group
New York
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
51
JDM Financial Group
Texas
$121K -$182K -1,815 -60%
LFG
52
Larson Financial Group
Missouri
$99.5K – – –
GSWM
53
Golden State Wealth Management
California
$50.3K +$50.7K +505 New
AFG
54
Albion Financial Group
Utah
$42.3K +$42.7K +425 New
CFO
55
CVA Family Office
Colorado
$33.2K – – –
BIA
56
Bell Investment Advisors
California
$10K +$100 +1 +1%
Morgan Stanley
57
Morgan Stanley
New York
$3.29K +$3.31K +33 New
SWM
58
Spire Wealth Management
Virginia
$1.99K +$2.01K +20 New
AF
59
Allworth Financial
California
$100 – – –
FTUS
60
Flow Traders U.S.
New York
– -$1.73M -17,069 Closed
BHPW
61
Beverly Hills Private Wealth
California
– -$1.04M -10,283 Closed
PCMC
62
Paragon Capital Management (Colorado)
Colorado
– -$636K -6,278 Closed
AFG
63
Atomi Financial Group
New York
– -$202K -1,996 Closed
Fidelity Investments
64
Fidelity Investments
Massachusetts
– -$101 -1 Closed
1 2
3

VTEC Hedge Fund Activity: Q4 2024 in Review

59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q4 2024, worth a combined $258M — up 326% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VTEC positions and 5 closed out — a net gain of 19 holders — while 20 added to existing stakes and 4 trimmed.

The largest buyer was Charles Schwab, adding an estimated $158M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.73M sold.

  • 59 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $258M of Vanguard California Tax-Exempt Bond ETF stock for Q4 2024, up 326% quarter-over-quarter.
  • 24 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q4 2024 and 5 closed out, a net change of +19 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q4 2024 was Charles Schwab, an estimated $158M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2024.