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Vanguard California Tax-Exempt Bond ETF
VTEC

Overview Fund Activity

62 hedge funds and large institutions have $312M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
5
Closed
11
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$223M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.4M
3
Bank of America
3
Bank of America
North Carolina
$7.54M
4
BC
4
Brio Consultants
California
$5.21M
5
GAM
5
Gotham Asset Management
New York
$3.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.73M
2
OMC
2
Old Mission Capital
Illinois
$1.39M
3
BAG
3
Bridgewealth Advisory Group
California
$0
4
BPA
4
Beacon Pointe Advisors
California
$0
5
DAS
5
Diversify Advisory Services
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
51
Compass Advisory Group
New York
$221K – – –
Osaic Holdings
52
Osaic Holdings
Arizona
$213K +$197 +2 +0.1%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$210K +$210K +2,137 New
RWA
54
Roberts Wealth Advisors
California
$206K +$206K +2,090 New
BIA
55
Bell Investment Advisors
California
$127K +$117K +1,186 +1,174%
LFG
56
Larson Financial Group
Missouri
$98.4K – – –
GSWM
57
Golden State Wealth Management
California
$49.7K – – –
AFG
58
Albion Financial Group
Utah
$41.8K – – –
CFO
59
CVA Family Office
Colorado
$32.9K – – –
EWA
60
EverSource Wealth Advisors
Alabama
$24.7K +$24.7K +251 New
SWM
61
Spire Wealth Management
Virginia
$1.97K – – –
AF
62
Allworth Financial
California
$97 – – –
BAG
63
Bridgewealth Advisory Group
California
– -$1.17M -11,787 Closed
BPA
64
Beacon Pointe Advisors
California
– -$1M -10,072 Closed
DAS
65
Diversify Advisory Services
Utah
– -$896K -9,063 Closed
JIC
66
Joel Isaacson & Co
New York
– -$715K -7,178 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$499K -5,015 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$424K -4,261 Closed
LWM
69
Luminvest Wealth Management
Arizona
– -$370K -3,717 Closed
AAS
70
Ameritas Advisory Services
Nebraska
– -$249K -2,500 Closed
MGIA
71
Moneta Group Investment Advisors
Missouri
– -$227K -2,284 Closed
JFG
72
JDM Financial Group
Texas
– -$121K -1,216 Closed
Morgan Stanley
73
Morgan Stanley
New York
– -$3.29K -33 Closed
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