VTEC icon

Vanguard California Tax-Exempt Bond ETF

79 hedge funds and large institutions have $538M 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
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$328K
TWM
52
Tolleson Wealth Management
Texas
$322K
NF
53
NavPoint Financial
Minnesota
$313K
FFG
54
Fiduciary Financial Group
California
$303K
CC
55
Climber Capital
Switzerland
$302K
HWMG
56
Hurlow Wealth Management Group
Indiana
$294K
MWG
57
Martin Worley Group
Utah
$286K
QCM
58
Quantinno Capital Management
New York
$278K
JIC
59
Joel Isaacson & Co
New York
$261K
CWP
60
Core Wealth Partners
California
$258K
BPA
61
Beacon Pointe Advisors
California
$248K
AL
62
Aspiriant LLC
California
$247K
BCM
63
Blume Capital Management
California
$244K
CPW
64
Catalyst Private Wealth
California
$241K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$234K
TPWA
66
Twin Peaks Wealth Advisors
California
$233K
WCG
67
Weaver Consulting Group
California
$219K
PCMC
68
Paragon Capital Management (Colorado)
Colorado
$201K
Morgan Stanley
69
Morgan Stanley
New York
$190K
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$178K
FPF
71
First Pacific Financial
Washington
$151K
LFG
72
Larson Financial Group
Missouri
$97.6K
AFG
73
Albion Financial Group
Utah
$61K
WOSD
74
WFA of San Diego
California
$57.6K
GSWM
75
Golden State Wealth Management
California
$49.3K