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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
MWS
101
MFA Wealth Services
California
$206K
RWA
102
Roberts Wealth Advisors
California
$205K
EFN
103
Equita Financial Network
Pennsylvania
$202K
Morgan Stanley
104
Morgan Stanley
New York
$183K
TIM
105
Tortoise Investment Management
New York
$132K
AAS
106
Ameritas Advisory Services
Nebraska
$128K
JP Morgan Chase
107
JP Morgan Chase
New York
$125K
LFG
108
Larson Financial Group
Missouri
$99.8K
BIM
109
Breakwater Investment Management
Washington
$84.9K
AFG
110
Albion Financial Group
Utah
$82.3K
KC
111
Knuff & Co
California
$79.8K
WOSD
112
WFA of San Diego
California
$65.8K
GSWM
113
Golden State Wealth Management
California
$50.4K
ASN
114
Advisory Services Network
Georgia
$40.9K
SRCM
115
Signature Resources Capital Management
California
$33.1K
EWA
116
EverSource Wealth Advisors
Alabama
$25.4K
PAI
117
Pittenger & Anderson Inc
Nebraska
$20K
CFO
118
CVA Family Office
Colorado
$18.4K
SWM
119
Spire Wealth Management
Virginia
$9.98K
PS
120
Principal Securities
Iowa
$7.88K
Wells Fargo
121
Wells Fargo
California
$77
FPAS
122
Focus Partners Advisor Solutions
Missouri
NA
123
NewEdge Advisors
Louisiana
FPF
124
First Pacific Financial
Washington