VTEC icon

Vanguard California Tax-Exempt Bond ETF
VTEC

Overview Fund Activity

41 hedge funds and large institutions have $60.4M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
+15
Holders Change %
+57.69%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$23.2M
2
Jane Street
2
Jane Street
New York
$6.3M
3
FPCP
3
Fort Point Capital Partners
California
$1.75M
4
FTUS
4
Flow Traders U.S.
New York
$1.73M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.74M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
BCM
2
Blume Capital Management
California
$253K
3
FCG
3
Financial Connections Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$23.2M 229,313 +229,313 New
Jane Street
2
Jane Street
New York
$6.3M 62,184 +54,384 +697%
WPC
3
Wedmont Private Capital
Pennsylvania
$5.61M 55,731 +4,743 +9%
FMN
4
Financial Management Network
California
$1.85M 18,307 +7,008 +62%
FCA
5
FLC Capital Advisors
California
$1.78M 17,578 +832 +5%
FPCP
6
Fort Point Capital Partners
California
$1.75M 17,218 +17,218 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.74M 17,180 +13,775 +405%
FTUS
8
Flow Traders U.S.
New York
$1.73M 17,069 +17,069 New
RJA
9
Raymond James & Associates
Florida
$1.46M 14,397 +11,824 +460%
DAS
10
Diversify Advisory Services
Utah
$1.33M 13,300 +13,300 New
Creative Planning
11
Creative Planning
Kansas
$1.11M 10,919 +7,356 +206%
WS
12
Wedbush Securities
California
$1.04M 10,299 +10,299 New
BHPW
13
Beverly Hills Private Wealth
California
$1.04M 10,283 +10,283 New
BAG
14
Bridgewealth Advisory Group
California
$888K 8,763 +3,849 +78%
BPA
15
Beacon Pointe Advisors
California
$858K 8,468 +2,946 +53%
VAF
16
Values Added Financial
District of Columbia
$740K 7,298 – –
JIC
17
Joel Isaacson & Co
New York
$721K 7,114 +93 +1%
PCMC
18
Paragon Capital Management (Colorado)
Colorado
$636K 6,278 +6,278 New
RFP
19
Root Financial Partners
California
$608K 6,000 +6,000 New
OWM
20
Opes Wealth Management
California
$573K 5,650 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$558K 5,500 +500 +10%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$536K 5,291 +2,607 +97%
LPL Financial
23
LPL Financial
California
$477K 4,702 +4,702 New
MWM
24
Meridian Wealth Management
Kentucky
$462K 4,555 +4,555 New
TA
25
TPG Advisors
Illinois
$406K 4,006 +1,504 +60%
1
2