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Vanguard California Tax-Exempt Bond ETF

146 hedge funds and large institutions have $774M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 10 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
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
XPN
101
XY Planning Network
Montana
$293K
TPWA
102
Twin Peaks Wealth Advisors
California
$289K
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$285K
TIM
104
Tortoise Investment Management
New York
$265K
CWP
105
Core Wealth Partners
California
$265K
CIA
106
Capital Investment Advisors
Georgia
$256K
AL
107
Aspiriant LLC
California
$254K
MGIA
108
Moneta Group Investment Advisors
Missouri
$247K
OC
109
Optima Capital
Oregon
$246K
FFS
110
Founders Financial Securities
Maryland
$244K
SAG
111
SageView Advisory Group
California
$244K
Betterment LLC
112
Betterment LLC
New York
$243K
MWS
113
MFA Wealth Services
California
$242K
HighTower Advisors
114
HighTower Advisors
Illinois
$226K
GHA
115
Good Harbor Advisors
Massachusetts
$225K
PI
116
Pachira Investments
California
$224K
PCMC
117
Paragon Capital Management (Colorado)
Colorado
$211K
WP
118
WealthSpring Partners
California
$206K
RWA
119
Roberts Wealth Advisors
California
$206K
EFN
120
Equita Financial Network
Pennsylvania
$203K
VAM
121
Virtue Asset Management
Illinois
$201K
Morgan Stanley
122
Morgan Stanley
New York
$198K
JP Morgan Chase
123
JP Morgan Chase
New York
$126K
AFC
124
Ares Financial Consulting
California
$125K
AFG
125
Albion Financial Group
Utah
$119K