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Vanguard California Tax-Exempt Bond ETF

173 hedge funds and large institutions have $872M invested in Vanguard California Tax-Exempt Bond ETF in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

305% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 20

18% more funds holding

Funds holding: 146173 (+27)

13% more capital invested

Capital invested by funds: $774M → $872M (+$97.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.48% less ownership

Funds ownership: 50.52%41.04% (-9.5%)

65% less call options, than puts

Call options by funds: $585K | Put options by funds: $1.66M

Holders
173
Holders Change
+27
Holders Change %
+18.49%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
81
Reduced
20
Closed
6
Calls
$585K
Puts
$1.66M
Net Calls
-$1.07M
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$439M +$36M +358,231 +9%
MMA
2
Miracle Mile Advisors
California
$63M +$6.96M +69,127 +12%
Bank of America
3
Bank of America
North Carolina
$33.4M +$3.35M +33,268 +11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$25.1M -$2.08M -20,656 -8%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$20.8M +$657K +6,527 +3%
WPC
6
Wedmont Private Capital
Pennsylvania
$19.4M +$3.47M +34,510 +22%
LPL Financial
7
LPL Financial
California
$18.6M +$8.26M +82,095 +78%
GC
8
Guggenheim Capital
Illinois
$17.7M +$6.01M +59,759 +50%
PPW
9
Pasadena Private Wealth
California
$13.8M +$14M +139,033 New
EW
10
Evoke Wealth
California
$9.41M -$511K -5,083 -5%
CIA
11
Concurrent Investment Advisors
Florida
$9.16M +$541K +5,377 +6%
Corient Private Wealth
12
Corient Private Wealth
Florida
$6.47M -$3.06M -30,448 -32%
EA
13
Eclectic Associates
California
$6.39M +$94.7K +941 +1%
Creative Planning
14
Creative Planning
Kansas
$6.38M +$523K +5,200 +9%
Jane Street
15
Jane Street
New York
$6.2M -$20.1M -199,630 -76%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$5.9M +$2.02M +20,086 +51%
BC
17
Brio Consultants
California
$5.75M +$332K +3,297 +6%
SVWG
18
Shared Vision Wealth Group
United States
$5.69M +$1.3M +12,967 +29%
UCFA
19
United Capital Financial Advisors
Texas
$5.5M +$1.73M +17,243 +45%
AFG
20
Altiora Financial Group
Ohio
$4.95M
BRPW
21
Ballast Rock Private Wealth
South Carolina
$4.92M +$4.37M +43,475 +704%
PA
22
PFG Advisors
Arizona
$4.73M +$384K +3,816 +9%
BIA
23
Bell Investment Advisors
California
$4.58M +$108K +1,072 +2%
LWM
24
Luminvest Wealth Management
Arizona
$4.52M +$3.15M +31,272 +218%
IAN
25
Integrated Advisors Network
Texas
$4.29M +$4.36M +43,285 New