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Vanguard California Tax-Exempt Bond ETF

58 hedge funds and large institutions have $258M invested in Vanguard California Tax-Exempt Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+17
Holders Change %
+41.46%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
19
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$179M 1,801,709 +1,572,396 +686%
Jane Street
2
Jane Street
New York
$19.2M 192,661 +130,477 +210%
OMC
3
Old Mission Capital
Illinois
$6.76M 67,867 +67,867 New
WPC
4
Wedmont Private Capital
Pennsylvania
$5.46M 55,214 -517 -0.9%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.88M 48,999 +43,708 +826%
FMN
6
Financial Management Network
California
$3.21M 32,216 +13,909 +76%
Bank of America
7
Bank of America
North Carolina
$3.16M 31,793 +30,843 +3,247%
SW
8
SteelPeak Wealth
California
$2.73M 27,394 +27,394 New
PA
9
PFG Advisors
Arizona
$2.64M 26,531 +26,531 New
EC
10
Elequin Capital
New York
$1.99M 19,991 +19,991 New
FCA
11
FLC Capital Advisors
California
$1.77M 17,754 +176 +1%
FPCP
12
Fort Point Capital Partners
California
$1.73M 17,361 +143 +0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.61M 16,191 -989 -6%
Raymond James Financial
14
Raymond James Financial
Florida
$1.58M 15,896 +15,896 New
Creative Planning
15
Creative Planning
Kansas
$1.55M 15,594 +4,675 +43%
EA
16
Eclectic Associates
California
$1.52M 15,295 +15,295 New
WS
17
Wedbush Securities
California
$1.35M 13,512 +3,213 +31%
BAG
18
Bridgewealth Advisory Group
California
$1.17M 11,787 +3,024 +35%
BPA
19
Beacon Pointe Advisors
California
$1M 10,072 +1,604 +19%
DAS
20
Diversify Advisory Services
Utah
$896K 9,063 -4,237 -32%
HF
21
HRT Financial
New York
$844K 8,485 +8,485 New
BC
22
Brio Consultants
California
$842K 8,457 +8,457 New
NBWM
23
North Berkeley Wealth Management
California
$828K 8,322 +8,322 New
ASG
24
Ariston Services Group
California
$808K 8,117 +8,117 New
LPL Financial
25
LPL Financial
California
$780K 7,838 +3,136 +67%