We are live on ! Find out more
VTEC icon

Vanguard California Tax-Exempt Bond ETF
VTEC

42 hedge funds and large institutions have $60.6M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 1

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

229% more capital invested

Capital invested by funds: $18.4M → $60.6M (+$42.2M)

62% more funds holding

Funds holding: 26 → 42 (+16)

9.44% more ownership

Funds ownership: 15.7% → 25.15% (+9.4%)

Holders
42
Holders Change
+16
Holders Change %
+61.54%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
18
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$23M
2
Jane Street
Jane Street
New York
+$5.46M
3
FPCP
Fort Point Capital Partners
California
+$1.73M
4
FTUS
Flow Traders U.S.
New York
+$1.72M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.38M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.06M
2
BCM
Blume Capital Management
California
-$100K
3
FCG
Financial Connections Group
California
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$23.2M +$23M +229,313 New
Jane Street
2
Jane Street
New York
$6.3M +$5.46M +54,384 +697%
WPC
3
Wedmont Private Capital
Pennsylvania
$5.61M +$477K +4,743 +9%
FMN
4
Financial Management Network
California
$1.85M +$704K +7,008 +62%
FCA
5
FLC Capital Advisors
California
$1.78M +$83.6K +832 +5%
FPCP
6
Fort Point Capital Partners
California
$1.75M +$1.73M +17,218 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.74M +$1.38M +13,775 +405%
FTUS
8
Flow Traders U.S.
New York
$1.73M +$1.72M +17,069 New
RJA
9
Raymond James & Associates
Florida
$1.46M +$1.19M +11,824 +460%
DAS
10
Diversify Advisory Services
Utah
$1.33M +$1.34M +13,300 New
Creative Planning
11
Creative Planning
Kansas
$1.11M +$739K +7,356 +206%
WS
12
Wedbush Securities
California
$1.04M +$1.03M +10,299 New
BHPW
13
Beverly Hills Private Wealth
California
$1.04M +$1.03M +10,283 New
BAG
14
Bridgewealth Advisory Group
California
$888K +$387K +3,849 +78%
BPA
15
Beacon Pointe Advisors
California
$858K +$296K +2,946 +53%
VAF
16
Values Added Financial
District of Columbia
$740K – – –
JIC
17
Joel Isaacson & Co
New York
$721K +$9.35K +93 +1%
PCMC
18
Paragon Capital Management (Colorado)
Colorado
$636K +$631K +6,278 New
RFP
19
Root Financial Partners
California
$608K +$603K +6,000 New
OWM
20
Opes Wealth Management
California
$573K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$558K +$50.2K +500 +10%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$536K +$262K +2,607 +97%
LPL Financial
23
LPL Financial
California
$477K +$472K +4,702 New
MWM
24
Meridian Wealth Management
Kentucky
$462K +$458K +4,555 New
TA
25
TPG Advisors
Illinois
$406K +$151K +1,504 +60%
1
2

VTEC Hedge Fund Activity: Q3 2024 in Review

42 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q3 2024, worth a combined $60.6M — up 229% from $18.4M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VTEC positions and 2 closed out — a net gain of 16 holders — while 18 added to existing stakes and 1 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $23M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.06M sold.

  • 42 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q3 2024, up from 26 in Q2 2024.
  • Funds reported $60.6M of Vanguard California Tax-Exempt Bond ETF stock for Q3 2024, up 229% quarter-over-quarter.
  • 18 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q3 2024 and 2 closed out, a net change of +16 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q3 2024 was Charles Schwab, an estimated $23M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2024.