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Vanguard California Tax-Exempt Bond ETF
VTEC

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.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

189% more funds holding

Funds holding: 9 → 26 (+17)

88% more capital invested

Capital invested by funds: $9.84M → $18.4M (+$8.61M)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

4.75% less ownership

Funds ownership: 20.45% → 15.7% (-4.7%)

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
Old Mission Capital
Illinois
+$3.06M
2
FCA
FLC Capital Advisors
California
+$1.66M
3
WPC
Wedmont Private Capital
Pennsylvania
+$1.57M
4
FMN
Financial Management Network
California
+$1.12M
5
VAF
Values Added Financial
District of Columbia
+$724K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.99M
2
Jane Street
Jane Street
New York
-$1.12M
3
VPIM
Vanguard Personalized Indexing Management
California
-$711K
4
FTUS
Flow Traders U.S.
New York
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1
Wedmont Private Capital
Pennsylvania
$5.1M +$1.57M +15,858 +45%
OMC
2
Old Mission Capital
Illinois
$3.06M +$3.06M +30,813 New
FCA
3
FLC Capital Advisors
California
$1.66M +$1.66M +16,746 New
FMN
4
Financial Management Network
California
$1.13M +$1.12M +11,299 New
Jane Street
5
Jane Street
New York
$775K -$1.12M -11,239 -59%
VAF
6
Values Added Financial
District of Columbia
$725K +$724K +7,298 New
JIC
7
Joel Isaacson & Co
New York
$698K +$697K +7,021 New
OWM
8
Opes Wealth Management
California
$562K +$561K +5,650 New
BPA
9
Beacon Pointe Advisors
California
$549K +$548K +5,522 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$497K -$1.99M -20,000 -80%
BAG
11
Bridgewealth Advisory Group
California
$488K +$488K +4,914 New
Creative Planning
12
Creative Planning
Kansas
$354K +$35.8K +361 +11%
KWS
13
Keystone Wealth Services
California
$349K +$349K +3,515 New
BCM
14
Blume Capital Management
California
$348K – – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$338K +$338K +3,405 New
JFG
16
JDM Financial Group
Texas
$301K +$301K +3,031 New
NA
17
NewEdge Advisors
Louisiana
$283K +$282K +2,845 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$267K +$266K +2,684 New
RJA
19
Raymond James & Associates
Florida
$256K +$255K +2,573 New
TA
20
TPG Advisors
Illinois
$249K +$248K +2,502 New
Osaic Holdings
21
Osaic Holdings
Arizona
$208K +$205K +2,068 +8,617%
SM
22
Sweeney & Michel
California
$201K +$200K +2,016 New
CFO
23
CVA Family Office
Colorado
$31.8K +$31.8K +320 New
FCG
24
Financial Connections Group
California
$10K +$10.2K +103 New
BIA
25
Bell Investment Advisors
California
$6.87K +$6.85K +69 New
1
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VTEC Hedge Fund Activity: Q2 2024 in Review

26 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q2 2024, worth a combined $18.4M — up 88% from $9.84M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VTEC positions and 2 closed out — a net gain of 17 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.06M. The largest seller was Royal Bank of Canada, cutting an estimated $1.99M.

  • 26 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q2 2024, up from 9 in Q1 2024.
  • Funds reported $18.4M of Vanguard California Tax-Exempt Bond ETF stock for Q2 2024, up 88% quarter-over-quarter.
  • 19 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q2 2024 and 2 closed out, a net change of +17 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q2 2024 was Old Mission Capital, an estimated $3.06M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q2 2024 was Royal Bank of Canada, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2024.