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Vanguard California Tax-Exempt Bond ETF

79 hedge funds and large institutions have $542M invested in Vanguard California Tax-Exempt Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+17
Holders Change %
+27.42%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
27
Increased
30
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$379M +$158M +1,617,459 +72%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$22M +$21.8M +223,283 +10,448%
Bank of America
3
Bank of America
North Carolina
$21.4M +$13.9M +142,189 +186%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$15.1M +$3.77M +38,668 +33%
Corient Private Wealth
5
Corient Private Wealth
Florida
$7.75M +$7.75M +79,392 New
WPC
6
Wedmont Private Capital
Pennsylvania
$6.89M +$352K +3,614 +5%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$6.67M +$6.67M +68,306 New
LPL Financial
8
LPL Financial
California
$6.31M +$5.44M +55,754 +628%
BC
9
Brio Consultants
California
$5.8M +$630K +6,455 +12%
EA
10
Eclectic Associates
California
$5.18M +$1.86M +19,053 +56%
Creative Planning
11
Creative Planning
Kansas
$5.14M +$3.58M +36,723 +231%
GAM
12
Gotham Asset Management
New York
$3.87M
FPAS
13
Focus Partners Advisor Solutions
Missouri
$3.81M +$3.81M +39,000 New
BIA
14
Bell Investment Advisors
California
$3.62M +$3.5M +35,821 +2,783%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.92M +$1.18M +12,104 +68%
EW
16
Evoke Wealth
California
$2.54M +$493K +5,047 +24%
NL
17
NDWM LLC
California
$2.44M +$2.44M +24,955 New
SW
18
SteelPeak Wealth
California
$2.17M -$503K -5,149 -19%
Raymond James Financial
19
Raymond James Financial
Florida
$2.09M +$254K +2,604 +14%
FMN
20
Financial Management Network
California
$2.03M -$795K -8,143 -28%
FCA
21
FLC Capital Advisors
California
$1.98M -$55K -563 -3%
DAS
22
Diversify Advisory Services
Utah
$1.93M +$1.93M +19,805 New
BOC
23
Blue Oak Capital
California
$1.86M +$139K +1,426 +8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.86M +$139K +1,426 +8%
FPCP
25
Fort Point Capital Partners
California
$1.8M +$101K +1,030 +6%