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Vanguard California Tax-Exempt Bond ETF
VTEC

Overview Fund Activity

26 hedge funds and large institutions have $18.4M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+17
Holders Change %
+188.89%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.06M
2
FCA
2
FLC Capital Advisors
California
$1.66M
3
WPC
3
Wedmont Private Capital
Pennsylvania
$5.1M
4
FMN
4
Financial Management Network
California
$1.13M
5
VAF
5
Values Added Financial
District of Columbia
$725K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$497K
2
Jane Street
2
Jane Street
New York
$775K
3
VPIM
3
Vanguard Personalized Indexing Management
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WPC
1
Wedmont Private Capital
Pennsylvania
$5.1M 50,988 +15,858 +45%
OMC
2
Old Mission Capital
Illinois
$3.06M 30,813 +30,813 New
FCA
3
FLC Capital Advisors
California
$1.66M 16,746 +16,746 New
FMN
4
Financial Management Network
California
$1.13M 11,299 +11,299 New
Jane Street
5
Jane Street
New York
$775K 7,800 -11,239 -59%
VAF
6
Values Added Financial
District of Columbia
$725K 7,298 +7,298 New
JIC
7
Joel Isaacson & Co
New York
$698K 7,021 +7,021 New
OWM
8
Opes Wealth Management
California
$562K 5,650 +5,650 New
BPA
9
Beacon Pointe Advisors
California
$549K 5,522 +5,522 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$497K 5,000 -20,000 -80%
BAG
11
Bridgewealth Advisory Group
California
$488K 4,914 +4,914 New
Creative Planning
12
Creative Planning
Kansas
$354K 3,563 +361 +11%
KWS
13
Keystone Wealth Services
California
$349K 3,515 +3,515 New
BCM
14
Blume Capital Management
California
$348K 3,500 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$338K 3,405 +3,405 New
JFG
16
JDM Financial Group
Texas
$301K 3,031 +3,031 New
NA
17
NewEdge Advisors
Louisiana
$283K 2,845 +2,845 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$267K 2,684 +2,684 New
RJA
19
Raymond James & Associates
Florida
$256K 2,573 +2,573 New
TA
20
TPG Advisors
Illinois
$249K 2,502 +2,502 New
Osaic Holdings
21
Osaic Holdings
Arizona
$208K 2,092 +2,068 +8,617%
SM
22
Sweeney & Michel
California
$201K 2,016 +2,016 New
CFO
23
CVA Family Office
Colorado
$31.8K 320 +320 New
FCG
24
Financial Connections Group
California
$10K 103 +103 New
BIA
25
Bell Investment Advisors
California
$6.87K 69 +69 New
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