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Vanguard California Tax-Exempt Bond ETF

173 hedge funds and large institutions have $872M invested in Vanguard California Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.48% less ownership

Funds ownership: 50.52%41.04% (-9.5%)

65% less call options, than puts

Call options by funds: $585K | Put options by funds: $1.66M

Holders
173
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
$585K
Puts
$1.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Apella Capital
Connecticut
$1.7M
QCM
52
Quantinno Capital Management
New York
$1.61M
SFG
53
Synergy Financial Group
California
$1.53M
Mariner
54
Mariner
Kansas
$1.51M
DWM
55
Ducere Wealth Management
California
$1.5M
SAI
56
Savvy Advisors Inc
New York
$1.44M
FCH
57
Freestone Capital Holdings
Washington
$1.43M
ASG
58
Ariston Services Group
California
$1.29M
VA
59
Valmark Advisers
Ohio
$1.23M
PWM
60
Platt Wealth Management
California
$1.2M
EWA
61
EP Wealth Advisors
California
$1.2M
VAF
62
Values Added Financial
District of Columbia
$1.19M
MWM
63
Meridian Wealth Management
Kentucky
$1.16M
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.09M
WAS
65
WESPAC Advisors SoCal
California
$1.07M
GWA
66
Geometric Wealth Advisors
District of Columbia
$1.06M
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1M
IIA
68
Integrity Investment Advisors
Colorado
$971K
EC
69
Elequin Capital
New York
$963K
SHGA
70
Sand Hill Global Advisors
California
$940K
CPW
71
Catalyst Private Wealth
California
$938K
MAWA
72
Moss Adams Wealth Advisors
Washington
$892K
AQR Capital Management
73
AQR Capital Management
Connecticut
$860K
OC
74
Oppenheimer & Co
New York
$852K
SM
75
Sweeney & Michel
California
$845K