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Vanguard California Tax-Exempt Bond ETF

62 hedge funds and large institutions have $312M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
5
Closed
11
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$9K
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$223M 2,262,138 +460,429 +26%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$11.4M 115,548 +66,549 +136%
Bank of America
3
Bank of America
North Carolina
$7.54M 76,597 +44,804 +141%
WPC
4
Wedmont Private Capital
Pennsylvania
$6.44M 67,149 +11,935 +22%
BC
5
Brio Consultants
California
$5.21M 52,929 +44,472 +526%
Jane Street
6
Jane Street
New York
$4.73M 48,095 -144,566 -75%
PA
7
PFG Advisors
Arizona
$3.9M 39,657 +13,126 +49%
GAM
8
Gotham Asset Management
New York
$3.9M 39,612 +39,612 New
EA
9
Eclectic Associates
California
$3.35M 34,039 +18,744 +123%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.91M 29,596 +24,096 +438%
FMN
11
Financial Management Network
California
$2.8M 28,987 -3,229 -10%
SW
12
SteelPeak Wealth
California
$2.7M 27,394
EC
13
Elequin Capital
New York
$2.17M 22,096 +2,105 +11%
EW
14
Evoke Wealth
California
$2.07M 20,995 +17,972 +595%
FCA
15
FLC Capital Advisors
California
$2.05M 20,821 +3,067 +17%
Raymond James Financial
16
Raymond James Financial
Florida
$1.85M 18,765 +2,869 +18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.75M 17,801 +1,610 +10%
BOC
18
Blue Oak Capital
California
$1.74M 17,665 +17,665 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.73M 17,605 +17,605 New
FPCP
20
Fort Point Capital Partners
California
$1.72M 17,448 +87 +0.5%
Creative Planning
21
Creative Planning
Kansas
$1.57M 15,912 +318 +2%
CIA
22
Concurrent Investment Advisors
Florida
$1.39M 14,147 +14,147 New
OMC
23
Old Mission Capital
Illinois
$1.39M 14,097 -53,770 -79%
WS
24
Wedbush Securities
California
$1.33M 13,512
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1M 10,178 +6,581 +183%