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Vanguard California Tax-Exempt Bond ETF
VTEC

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

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

18% more funds holding

Funds holding: 146 → 173 (+27)

13% more capital invested

Capital invested by funds: $774M → $872M (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
+27
Holders Change %
+18.49%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
81
Reduced
20
Closed
6
Calls
$585K
Puts
$1.66M
Net Calls
-$1.07M
Net Calls Change
-$1.48M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$36M
2
PPW
Pasadena Private Wealth
California
+$14M
3
LPL Financial
LPL Financial
California
+$8.26M
4
MMA
Miracle Mile Advisors
California
+$6.96M
5
GC
Guggenheim Capital
Illinois
+$6.01M

Top Sellers

1
Jane Street
Jane Street
New York
-$20.1M
2
OMC
Old Mission Capital
Illinois
-$5.06M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$3.06M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.08M
5
DAS
Diversify Advisory Services
Utah
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIF
101
Hill Island Financial
Michigan
$424K – – –
RWA
102
Roberts Wealth Advisors
California
$408K +$207K +2,061 +100%
TA
103
TPG Advisors
Illinois
$397K – – –
IIA
104
Integral Investment Advisors
California
$381K – – –
PA
105
Pinnacle Associates
New York
$380K +$3.52K +35 +0.9%
PWMAG
106
Pinnacle Wealth Management Advisory Group
New Jersey
$380K +$3.52K +35 +0.9%
Betterment LLC
107
Betterment LLC
New York
$379K +$142K +1,410 +58%
MWA
108
Madson Wealth Advisors
California
$378K +$384K +3,816 New
Financial Engines Advisors
109
Financial Engines Advisors
California
$372K +$378K +3,758 New
BCA
110
Bay Colony Advisors
Massachusetts
$370K +$1.81K +18 +0.5%
JP Morgan Chase
111
JP Morgan Chase
New York
$368K +$249K +2,474 +197%
SL
112
Summitry LLC
California
$349K – – –
Morgan Stanley
113
Morgan Stanley
New York
$343K +$150K +1,491 +76%
NA
114
Nautilus Advisors
California
$342K +$302 +3 +0.1%
WAM
115
Weatherly Asset Management
California
$340K – – –
Simplex Trading
116
Simplex Trading
Illinois
$340K +$345K +3,431 New
ATPW
117
Ashton Thomas Private Wealth
Arizona
$340K +$345K +3,430 New
HWMG
118
Hurlow Wealth Management Group
Indiana
$338K +$30.7K +305 +10%
SA
119
Sanctuary Advisors
Indiana
$324K +$329K +3,271 New
CF
120
Centaurus Financial
California
$311K +$1.61K +16 +0.5%
CC
121
Climber Capital
Switzerland
$308K – – –
BCM
122
Blume Capital Management
California
$297K – – –
KC
123
Knuff & Co
California
$297K +$221K +2,200 +275%
SFA
124
Sequoia Financial Advisors
Ohio
$291K – – –
XPN
125
XY Planning Network
Montana
$290K – – –
3 4
5
6 7

VTEC Hedge Fund Activity: Q1 2026 in Review

173 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q1 2026, worth a combined $872M — up 13% from $774M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VTEC positions and 6 closed out — a net gain of 30 holders — while 81 added to existing stakes and 20 trimmed.

The largest buyer was Charles Schwab, adding an estimated $36M. The largest seller was Jane Street, cutting an estimated $20.1M.

  • 173 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q1 2026, up from 146 in Q4 2025.
  • Funds reported $872M of Vanguard California Tax-Exempt Bond ETF stock for Q1 2026, up 13% quarter-over-quarter.
  • 36 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q1 2026 and 6 closed out, a net change of +30 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q1 2026 was Charles Schwab, an estimated $36M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q1 2026 was Jane Street, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2026.