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Vanguard California Tax-Exempt Bond ETF

118 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
118
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
NF
76
NavPoint Financial
Minnesota
$323K
HWMG
77
Hurlow Wealth Management Group
Indiana
$300K
BCM
78
Blume Capital Management
California
$299K
HF
79
HRT Financial
New York
$294K
SFA
80
Sequoia Financial Advisors
Ohio
$293K
IIA
81
Integral Investment Advisors
California
$289K
TPWA
82
Twin Peaks Wealth Advisors
California
$285K
KFS
83
Kaizen Financial Strategies
California
$281K
PWMAG
84
Pinnacle Wealth Management Advisory Group
New Jersey
$279K
PA
85
Pinnacle Associates
New York
$279K
PAG
86
Private Advisor Group
New Jersey
$278K
CWP
87
Core Wealth Partners
California
$263K
CPW
88
Catalyst Private Wealth
California
$254K
AL
89
Aspiriant LLC
California
$252K
MGIA
90
Moneta Group Investment Advisors
Missouri
$246K
FFS
91
Founders Financial Securities
Maryland
$241K
SAI
92
Savvy Advisors Inc
New York
$233K
HAS
93
HBW Advisory Services
California
$229K
WCG
94
Weaver Consulting Group
California
$225K
BTI
95
Blue Trust Inc
Georgia
$221K
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$221K
SAG
97
SageView Advisory Group
California
$209K
PCMC
98
Paragon Capital Management (Colorado)
Colorado
$208K
MWS
99
MFA Wealth Services
California
$206K
RWA
100
Roberts Wealth Advisors
California
$205K