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Vanguard California Tax-Exempt Bond ETF

119 hedge funds and large institutions have $696M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 42 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
TWM
76
Tolleson Wealth Management
Texas
$329K
NF
77
NavPoint Financial
Minnesota
$323K
HWMG
78
Hurlow Wealth Management Group
Indiana
$300K
BCM
79
Blume Capital Management
California
$299K
HF
80
HRT Financial
New York
$294K
SFA
81
Sequoia Financial Advisors
Ohio
$293K
IIA
82
Integral Investment Advisors
California
$289K
TPWA
83
Twin Peaks Wealth Advisors
California
$285K
KFS
84
Kaizen Financial Strategies
California
$281K
PA
85
Pinnacle Associates
New York
$279K
PWMAG
86
Pinnacle Wealth Management Advisory Group
New Jersey
$279K
PAG
87
Private Advisor Group
New Jersey
$278K
CWP
88
Core Wealth Partners
California
$263K
CPW
89
Catalyst Private Wealth
California
$254K
AL
90
Aspiriant LLC
California
$252K
MGIA
91
Moneta Group Investment Advisors
Missouri
$246K
FFS
92
Founders Financial Securities
Maryland
$241K
SAI
93
Savvy Advisors Inc
New York
$233K
HAS
94
HBW Advisory Services
California
$229K
WCG
95
Weaver Consulting Group
California
$225K
BTI
96
Blue Trust Inc
Georgia
$221K
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$221K
SAG
98
SageView Advisory Group
California
$209K
PCMC
99
Paragon Capital Management (Colorado)
Colorado
$208K
MWS
100
MFA Wealth Services
California
$206K