Vanguard California Tax-Exempt Bond ETF
VTEC
212 hedge funds and large institutions have $955M invested in Vanguard California Tax-Exempt Bond ETF in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 30 reducing their positions, and 16 closing their positions.
231% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 16
197% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 30
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
54% more call options, than puts
Call options by funds: $744K | Put options by funds: $483K
20% more funds holding
Funds holding: 176 → 212 (+36)
9% more capital invested
Capital invested by funds: $873M → $955M (+$81.9M)
5.26% less ownership
Funds ownership: 41.08% → 35.82% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.6M |
| 2 |
MWAM
Manhattan West Asset Management
Los Angeles,
California
|
+$11.3M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$9.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.38M |
| 5 |
WPC
Wedmont Private Capital
West Chester,
Pennsylvania
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$25.3M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$9.41M |
| 3 |
Jane Street
New York
|
-$6.2M |
| 4 |
SVWG
Shared Vision Wealth Group
Carlsbad,
United States
|
-$5.69M |
| 5 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$3.53M |
VTEC Hedge Fund Activity: Q2 2026 in Review
212 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Vanguard California Tax-Exempt Bond ETF (VTEC) for Q2 2026, worth a combined $955M — up 9.4% from $873M a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VTEC positions and 16 closed out — a net gain of 37 holders — while 89 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Charles Schwab, cutting an estimated $25.3M.
- 212 institutional investors held Vanguard California Tax-Exempt Bond ETF (VTEC) as of Q2 2026, up from 176 in Q1 2026.
- Funds reported $955M of Vanguard California Tax-Exempt Bond ETF stock for Q2 2026, up 9.4% quarter-over-quarter.
- 53 funds opened new Vanguard California Tax-Exempt Bond ETF positions in Q2 2026 and 16 closed out, a net change of +37 holders.
- The largest Vanguard California Tax-Exempt Bond ETF buyer in Q2 2026 was Morgan Stanley, an estimated $21.6M added.
- The largest Vanguard California Tax-Exempt Bond ETF seller in Q2 2026 was Charles Schwab, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2026.