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Vanguard California Tax-Exempt Bond ETF

9 hedge funds and large institutions have $9.84M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.45% more ownership

Funds ownership: 0%20.45% (+20%)

Holders
9
Holders Change
+9
Holders Change %
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1
Wedmont Private Capital
Pennsylvania
$3.5M +$3.54M +35,130 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.51M +$2.52M +25,000 New
Jane Street
3
Jane Street
New York
$1.91M +$1.92M +19,039 New
VPIM
4
Vanguard Personalized Indexing Management
California
$711K +$713K +7,072 New
FTUS
5
Flow Traders U.S.
New York
$522K +$524K +5,195 New
BCM
6
Blume Capital Management
California
$352K +$353K +3,500 New
Creative Planning
7
Creative Planning
Kansas
$322K +$323K +3,202 New
Osaic Holdings
8
Osaic Holdings
Arizona
$2.41K +$2.42K +24 New
AF
9
Allworth Financial
California
$101 +$101 +1 New

VTEC Hedge Fund Activity: Q1 2024 in Review

9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q1 2024, worth a combined $9.84M.

Buyers outnumbered sellers: 9 funds opened new VTEC positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wedmont Private Capital, opening a new position worth an estimated $3.54M.

  • 9 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $9.84M of Vanguard California Tax-Exempt Bond ETF stock for Q1 2024.
  • 9 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q1 2024 and 0 closed out, a net change of +9 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q1 2024 was Wedmont Private Capital, an estimated $3.54M added.

Based on aggregated 13F filings for Q1 2024.