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Vanguard California Tax-Exempt Bond ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 11 (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
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
$585K
Puts
$1.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWS
126
MFA Wealth Services
California
$284K
TPWA
127
Twin Peaks Wealth Advisors
California
$283K
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$282K
PAG
129
Private Advisor Group
New Jersey
$278K
PA
130
Parallel Advisors
California
$272K
CWP
131
Core Wealth Partners
California
$261K
GKWIM
132
Gerber Kawasaki Wealth & Investment Management
California
$255K
CIA
133
Capital Investment Advisors
Georgia
$253K
AL
134
Aspiriant LLC
California
$251K
RCI
135
RS Crum Inc
California
$245K
I
136
INVST
Indiana
$245K
MGIA
137
Moneta Group Investment Advisors
Missouri
$244K
OC
138
Optima Capital
Oregon
$243K
KA
139
Kovack Advisors
Florida
$243K
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$239K
FFS
141
Founders Financial Securities
Maryland
$235K
HighTower Advisors
142
HighTower Advisors
Illinois
$235K
PRP
143
Peak Retirement Planning
Ohio
$232K
GHA
144
Good Harbor Advisors
Massachusetts
$223K
PI
145
Pachira Investments
California
$222K
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$209K
WP
147
WealthSpring Partners
California
$204K
DADC
148
D.A. Davidson & Co
Montana
$203K
TFA
149
Tobias Financial Advisors
Florida
$202K
EFN
150
Equita Financial Network
Pennsylvania
$201K