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Vanguard California Tax-Exempt Bond ETF

121 hedge funds and large institutions have $698M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$339K
TWM
77
Tolleson Wealth Management
Texas
$329K
NF
78
NavPoint Financial
Minnesota
$323K
HWMG
79
Hurlow Wealth Management Group
Indiana
$300K
BCM
80
Blume Capital Management
California
$299K
HF
81
HRT Financial
New York
$294K
SFA
82
Sequoia Financial Advisors
Ohio
$293K
IIA
83
Integral Investment Advisors
California
$289K
TPWA
84
Twin Peaks Wealth Advisors
California
$285K
KFS
85
Kaizen Financial Strategies
California
$281K
PWMAG
86
Pinnacle Wealth Management Advisory Group
New Jersey
$279K
PA
87
Pinnacle Associates
New York
$279K
PAG
88
Private Advisor Group
New Jersey
$278K
CWP
89
Core Wealth Partners
California
$263K
CPW
90
Catalyst Private Wealth
California
$254K
AL
91
Aspiriant LLC
California
$252K
MGIA
92
Moneta Group Investment Advisors
Missouri
$246K
FFS
93
Founders Financial Securities
Maryland
$241K
SAI
94
Savvy Advisors Inc
New York
$233K
HAS
95
HBW Advisory Services
California
$229K
WCG
96
Weaver Consulting Group
California
$225K
BTI
97
Blue Trust Inc
Georgia
$221K
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$221K
SAG
99
SageView Advisory Group
California
$209K
PCMC
100
Paragon Capital Management (Colorado)
Colorado
$208K