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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
BTI
151
Blue Trust Inc
Georgia
$167K
AFC
152
Ares Financial Consulting
California
$125K
AFG
153
Albion Financial Group
Utah
$117K
FFA
154
Farther Finance Advisors
California
$109K
AF
155
Allworth Financial
California
$108K
LFG
156
Larson Financial Group
Missouri
$99.1K
RWM
157
Rialto Wealth Management
New York
$99.1K
BIM
158
Breakwater Investment Management
Washington
$84.3K
CTWM
159
Cherry Tree Wealth Management
Minnesota
$78.8K
WOSD
160
WFA of San Diego
California
$77.8K
GSWM
161
Golden State Wealth Management
California
$69.9K
SWM
162
Spire Wealth Management
Virginia
$34.7K
SRCM
163
Signature Resources Capital Management
California
$32.9K
AA
164
Addison Advisors
Vermont
$28.7K
CFO
165
CVA Family Office
Colorado
$26.1K
EWA
166
EverSource Wealth Advisors
Alabama
$25.6K
IA
167
IFP Advisors
Florida
$24.9K
T
168
Tidemark
California
$19.9K
GK
169
Graney & King
New York
$19.9K
PAI
170
Pittenger & Anderson Inc
Nebraska
$19.8K
CCMI
171
Creative Capital Management Investments
California
$17.1K
SPIA
172
Steward Partners Investment Advisory
New York
$9.91K
TCM
173
Triumph Capital Management
Colorado
$2.48K
Wells Fargo
174
Wells Fargo
California
$136
OMC
175
Old Mission Capital
Illinois