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Vanguard California Tax-Exempt Bond ETF

80 hedge funds and large institutions have $539M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

72% more capital invested

Capital invested by funds: $313M → $539M (+$226M)

27% more funds holding

Funds holding: 6380 (+17)

2.63% more ownership

Funds ownership: 53.02%55.65% (+2.6%)

Holders
80
Holders Change
+17
Holders Change %
+26.98%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
31
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$379M +$157M +1,617,459 +72%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22M +$21.7M +223,283 +10,448%
Bank of America
3
Bank of America
North Carolina
$21.4M +$13.8M +142,189 +186%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.1M +$3.75M +38,668 +33%
WPC
5
Wedmont Private Capital
Pennsylvania
$6.89M +$351K +3,614 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.67M +$6.63M +68,306 New
LPL Financial
7
LPL Financial
California
$6.31M +$5.41M +55,754 +628%
BC
8
Brio Consultants
California
$5.8M +$626K +6,455 +12%
EA
9
Eclectic Associates
California
$5.18M +$1.85M +19,053 +56%
Creative Planning
10
Creative Planning
Kansas
$5.14M +$3.56M +36,723 +231%
Corient Private Wealth
11
Corient Private Wealth
Florida
$3.87M +$3.85M +39,696 New
GAM
12
Gotham Asset Management
New York
$3.87M
FPAS
13
Focus Partners Advisor Solutions
Missouri
$3.81M +$3.78M +39,000 New
BIA
14
Bell Investment Advisors
California
$3.62M +$3.48M +35,821 +2,783%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.92M +$1.17M +12,104 +68%
EW
16
Evoke Wealth
California
$2.54M +$490K +5,047 +24%
NL
17
NDWM LLC
California
$2.44M +$2.42M +24,955 New
SW
18
SteelPeak Wealth
California
$2.17M -$500K -5,149 -19%
Raymond James Financial
19
Raymond James Financial
Florida
$2.09M +$253K +2,604 +14%
FMN
20
Financial Management Network
California
$2.03M -$790K -8,143 -28%
FCA
21
FLC Capital Advisors
California
$1.98M -$54.6K -563 -3%
DAS
22
Diversify Advisory Services
Utah
$1.93M +$1.92M +19,805 New
BOC
23
Blue Oak Capital
California
$1.86M +$138K +1,426 +8%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.86M +$138K +1,426 +8%
FPCP
25
Fort Point Capital Partners
California
$1.8M +$99.9K +1,030 +6%

VTEC Hedge Fund Activity: Q2 2025 in Review

80 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q2 2025, worth a combined $539M — up 72% from $313M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VTEC positions and 10 closed out — a net gain of 17 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was Charles Schwab, adding an estimated $157M. The largest seller was PFG Advisors, exiting entirely with an estimated $3.9M sold.

  • 80 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q2 2025, up from 63 in Q1 2025.
  • Funds reported $539M of Vanguard California Tax-Exempt Bond ETF stock for Q2 2025, up 72% quarter-over-quarter.
  • 27 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q2 2025 and 10 closed out, a net change of +17 holders.
  • The largest Vanguard California Tax-Exempt Bond ETF buyer in Q2 2025 was Charles Schwab, an estimated $157M added.
  • The largest Vanguard California Tax-Exempt Bond ETF seller in Q2 2025 was PFG Advisors, an estimated $3.9M sold.

Based on aggregated 13F filings for Q2 2025.