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Vanguard California Tax-Exempt Bond ETF

79 hedge funds and large institutions have $542M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+17
Holders Change %
+27.42%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
30
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$328K
TWM
52
Tolleson Wealth Management
Texas
$322K
NF
53
NavPoint Financial
Minnesota
$313K +$313K +3,207 New
FFG
54
Fiduciary Financial Group
California
$303K
CC
55
Climber Capital
Switzerland
$302K
HWMG
56
Hurlow Wealth Management Group
Indiana
$294K +$294K +3,011 New
MWG
57
Martin Worley Group
Utah
$286K +$286K +2,935 New
QCM
58
Quantinno Capital Management
New York
$278K
JIC
59
Joel Isaacson & Co
New York
$261K +$261K +2,675 New
CWP
60
Core Wealth Partners
California
$258K
BPA
61
Beacon Pointe Advisors
California
$248K +$248K +2,543 New
AL
62
Aspiriant LLC
California
$247K +$2.93K +30 +1%
BCM
63
Blume Capital Management
California
$244K
CPW
64
Catalyst Private Wealth
California
$241K +$241K +2,465 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$234K +$234K +2,399 New
TPWA
66
Twin Peaks Wealth Advisors
California
$233K +$233K +2,389 New
WCG
67
Weaver Consulting Group
California
$219K +$219K +2,248 New
PCMC
68
Paragon Capital Management (Colorado)
Colorado
$201K +$201K +2,064 New
Morgan Stanley
69
Morgan Stanley
New York
$190K +$190K +1,942 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$178K -$2.72M -27,777 -94%
FPF
71
First Pacific Financial
Washington
$151K +$151K +1,547 New
LFG
72
Larson Financial Group
Missouri
$97.6K
AFG
73
Albion Financial Group
Utah
$61K +$19.5K +200 +47%
WOSD
74
WFA of San Diego
California
$57.6K +$57.6K +590 New
GSWM
75
Golden State Wealth Management
California
$49.3K