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Vanguard California Tax-Exempt Bond ETF

144 hedge funds and large institutions have $768M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
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
$411K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
101
Twin Peaks Wealth Advisors
California
$289K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$285K
TIM
103
Tortoise Investment Management
New York
$265K
CWP
104
Core Wealth Partners
California
$265K
CIA
105
Capital Investment Advisors
Georgia
$256K
AL
106
Aspiriant LLC
California
$254K
MGIA
107
Moneta Group Investment Advisors
Missouri
$247K
OC
108
Optima Capital
Oregon
$246K
FFS
109
Founders Financial Securities
Maryland
$244K
SAG
110
SageView Advisory Group
California
$244K
Betterment LLC
111
Betterment LLC
New York
$243K
MWS
112
MFA Wealth Services
California
$242K
HighTower Advisors
113
HighTower Advisors
Illinois
$226K
PI
114
Pachira Investments
California
$224K
PCMC
115
Paragon Capital Management (Colorado)
Colorado
$211K
WP
116
WealthSpring Partners
California
$206K
RWA
117
Roberts Wealth Advisors
California
$206K
EFN
118
Equita Financial Network
Pennsylvania
$203K
VAM
119
Virtue Asset Management
Illinois
$201K
Morgan Stanley
120
Morgan Stanley
New York
$198K
JP Morgan Chase
121
JP Morgan Chase
New York
$126K
AFC
122
Ares Financial Consulting
California
$125K
AFG
123
Albion Financial Group
Utah
$119K
AF
124
Allworth Financial
California
$109K
LFG
125
Larson Financial Group
Missouri
$100K