Vanguard California Tax-Exempt Bond ETF
VTEC
59 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, 20 increasing their positions, 4 reducing their positions, and 5 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
326% more capital invested
Capital invested by funds: $60.6M → $258M (+$197M)
40% more funds holding
Funds holding: 42 → 59 (+17)
23.78% more ownership
Funds ownership: 25.15% → 48.93% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$158M |
| 2 |
Jane Street
New York
|
+$13.1M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$6.81M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$4.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.73M |
| 2 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
-$1.04M |
| 3 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$636K |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$425K |
| 5 |
AFG
Atomi Financial Group
New York
|
-$202K |
VTEC Hedge Fund Activity: Q4 2024 in Review
59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q4 2024, worth a combined $258M — up 326% from $60.6M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new VTEC positions and 5 closed out — a net gain of 19 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Charles Schwab, adding an estimated $158M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.73M sold.
- 59 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q4 2024, up from 42 in Q3 2024.
- Funds reported $258M of Vanguard California Tax-Exempt Bond ETF stock for Q4 2024, up 326% quarter-over-quarter.
- 24 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q4 2024 and 5 closed out, a net change of +19 holders.
- The largest Vanguard California Tax-Exempt Bond ETF buyer in Q4 2024 was Charles Schwab, an estimated $158M added.
- The largest Vanguard California Tax-Exempt Bond ETF seller in Q4 2024 was Flow Traders U.S., an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2024.