Vanguard California Tax-Exempt Bond ETF (VTEC) Institutional Ownership

$99.87 -0.13 (-0.13%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 135
Total Institutional Inflows (last 12 months): $469.12M

Number of Institutional Sellers (last 12 months): 22
Total Institutional Outflows (last 12 months): $36.84M

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VTEC Institutional Buying and Selling by Quarter

Vanguard California Tax-Exempt Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	Parallel Advisors LLC	2,745	$272K	0.0%	+174.5%	0.026%
5/19/2026	Bank of America Corp DE	336,901	$33.38M	0.0%	+11.0%	3.199%
5/18/2026	Royal Bank of Canada	10,135	$1.01M	0.0%	+37.0%	0.096%
5/16/2026	Quantinno Capital Management LP	16,285	$1.61M	0.0%	+38.1%	0.155%
5/15/2026	Bridgewater Advisors Inc.	4,407	$438K	0.0%	-59.7%	0.042%
5/13/2026	Cetera Investment Advisers	252,836	$25.05M	0.0%	-7.6%	2.401%
5/7/2026	Van Strum & Towne Inc.	7,650	$758K	0.2%	+19.5%	0.073%
5/7/2026	Parallel Advisors LLC	2,745	$272K	0.0%	+174.5%	0.026%
5/6/2026	SteelPeak Wealth LLC	6,657	$660K	0.0%	-54.6%	0.063%
5/6/2026	Independent Financial Group LLC	6,426	$637K	0.0%	N/A	0.061%
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5/5/2026	D.A. Davidson & CO.	2,050	$203K	0.0%	N/A	0.019%
5/5/2026	Sanctuary Advisors LLC	3,271	$324K	0.0%	N/A	0.031%
5/5/2026	Sterling Investment Advisors Ltd.	5,000	$495K	0.1%	N/A	0.047%
5/4/2026	Retirement Planning Group LLC	6,878	$681K	0.0%	+13.2%	0.065%
5/2/2026	International Assets Investment Management LLC	5,500	$545K	0.0%	+83.3%	0.052%
5/2/2026	Diversify Wealth Management LLC	19,947	$1.99M	0.0%	N/A	0.189%
5/2/2026	Valmark Advisers Inc.	12,445	$1.23M	0.0%	+59.1%	0.118%
5/1/2026	Kaizen Financial Strategies	4,363	$436K	0.2%	+30.0%	0.041%
5/1/2026	Luminvest Wealth Management LLC	45,647	$4.52M	1.2%	+217.5%	0.433%
4/30/2026	Bernzott Capital Advisors	30,215	$2.99M	1.4%	N/A	0.287%
4/30/2026	Integrity Investment Advisors LLC	9,800	$971K	0.5%	+179.3%	0.093%
4/29/2026	Integrated Advisors Network LLC	43,285	$4.29M	0.2%	N/A	0.411%
4/27/2026	Private Advisor Group LLC	2,809	$278K	0.0%	-7.6%	0.027%
4/25/2026	NavPoint Financial Inc.	5,597	$555K	0.2%	+22.5%	0.053%
4/24/2026	Root Financial Partners LLC	35,913	$3.56M	0.2%	+41.7%	0.341%
4/24/2026	DeLarme Wealth Management Inc.	25,885	$2.57M	1.7%	+70.5%	0.246%
4/23/2026	Moss Adams Wealth Advisors LLC	8,999	$892K	0.1%	+63.0%	0.085%
4/23/2026	Pasadena Private Wealth LLC	139,033	$13.78M	1.9%	N/A	1.320%
4/22/2026	Hurlow Wealth Management Group Inc.	3,415	$338K	0.1%	+9.8%	0.032%
4/22/2026	MFA Wealth Services	2,866	$284K	0.2%	+18.8%	0.027%
4/20/2026	Blue Trust Inc.	1,684	$167K	0.0%	N/A	0.016%
4/20/2026	Apella Capital LLC	17,005	$1.70M	0.0%	+89.0%	0.161%
4/17/2026	Bell Investment Advisors Inc	46,244	$4.58M	0.7%	+2.4%	0.439%
4/17/2026	Financial Management Network Inc.	22,972	$2.30M	0.4%	+4.6%	0.218%
4/17/2026	Sweeney & Michel LLC	8,450	$845K	0.3%	+38.2%	0.080%
4/16/2026	Evolve Private Wealth LLC	22,611	$2.24M	0.1%	N/A	0.215%
4/16/2026	Ballast Rock Private Wealth LLC	49,652	$4.92M	2.7%	+703.8%	0.472%
4/15/2026	WESPAC Advisors SoCal LLC	10,821	$1.07M	0.2%	-10.2%	0.103%
3/9/2026	Corient Private Wealth LLC	48,112	$4.82M	0.0%	+27.2%	0.273%
2/19/2026	Corient Private Wealth LLC	47,612	$4.77M	0.0%	+25.8%	0.271%
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2/18/2026	Mercer Global Advisors Inc. ADV	2,847	$285K	0.0%	-30.8%	0.016%
2/18/2026	Beacon Pointe Advisors LLC	21,153	$2.12M	0.0%	+494.7%	0.120%
2/18/2026	EP Wealth Advisors LLC	12,263	$1.23M	0.0%	N/A	0.070%
2/18/2026	OLD Mission Capital LLC	50,436	$5.06M	0.1%	+1,256.5%	0.287%
2/17/2026	Guggenheim Capital LLC	118,933	$11.92M	0.1%	+104.8%	0.676%
2/17/2026	WFA of San Diego LLC	785	$79K	0.1%	+18.9%	0.004%
2/17/2026	Cetera Investment Advisers	273,492	$27.42M	0.0%	+13.6%	1.554%
2/17/2026	Osaic Holdings Inc.	22,438	$2.25M	0.0%	+161.6%	0.127%
2/17/2026	Tower Research Capital LLC TRC	15,713	$1.58M	0.0%	N/A	0.089%
2/17/2026	Captrust Financial Advisors	203,167	$20.37M	0.0%	+9.3%	1.154%
2/17/2026	Royal Bank of Canada	7,397	$741K	0.0%	+117.4%	0.042%
2/16/2026	Mariner LLC	16,747	$1.68M	0.0%	+68.7%	0.095%
2/16/2026	Fort Point Capital Partners LLC	24,412	$2.46M	0.3%	+39.0%	0.139%
2/13/2026	Burton Enright Welch	16,716	$1.68M	0.2%	N/A	0.095%
2/13/2026	Golden State Wealth Management LLC	705	$71K	0.0%	+39.6%	0.004%
2/13/2026	Charles Schwab Investment Management Inc.	4,077,067	$408.77M	0.1%	-3.7%	23.165%
2/13/2026	Integrity Investment Advisors LLC	3,509	$352K	0.2%	N/A	0.020%
2/12/2026	Jane Street Group LLC	262,230	$26.29M	0.0%	+111.6%	1.490%
2/12/2026	Commonwealth Equity Services LLC	23,475	$2.35M	0.0%	-7.0%	0.133%
2/12/2026	Betterment LLC	2,419	$243K	0.0%	N/A	0.014%
2/12/2026	WealthSpring Partners LLC	2,054	$206K	0.2%	N/A	0.012%
2/12/2026	Altiora Financial Group LLC	50,000	$5.01M	0.9%	N/A	0.284%
2/11/2026	Cerity Partners LLC	5,133	$515K	0.0%	-31.5%	0.029%
2/11/2026	LPL Financial LLC	105,244	$10.55M	0.0%	+23.3%	0.598%
2/11/2026	Shared Vision Wealth Group LLC	44,510	$4.48M	1.8%	+76.4%	0.253%
2/11/2026	FLC Capital Advisors	22,577	$2.26M	0.4%	+11.5%	0.128%
2/11/2026	Parallel Advisors LLC	1,000	$100K	0.0%	N/A	0.006%
2/11/2026	Vise Technologies Inc.	25,380	$2.55M	0.1%	N/A	0.144%
2/10/2026	Root Financial Partners LLC	25,351	$2.54M	0.1%	+14.8%	0.144%
2/10/2026	Virtue Asset Management LLC	2,000	$201K	0.2%	N/A	0.011%
2/10/2026	Cherry Tree Wealth Management LLC	795	$80K	0.0%	N/A	0.005%
2/10/2026	Northwestern Mutual Wealth Management Co.	13,146	$1.32M	0.0%	+86.5%	0.075%
2/6/2026	Geometric Wealth Advisors	10,643	$1.07M	0.1%	+1.1%	0.060%
2/6/2026	Evoke Wealth LLC	100,023	$10.03M	0.2%	+167.4%	0.568%
2/6/2026	Tortoise Investment Management LLC	2,640	$265K	0.0%	+100.0%	0.015%
2/6/2026	Integral Investment Advisors Inc.	3,850	$386K	0.1%	+32.8%	0.022%
2/6/2026	HighTower Advisors LLC	2,252	$226K	0.0%	N/A	0.013%
2/5/2026	Pinnacle Associates Ltd.	3,805	$381K	0.0%	+35.9%	0.022%
2/5/2026	Allworth Financial LP	1,087	$109K	0.0%	-72.1%	0.006%
2/5/2026	Ndwm LLC	35,138	$3.52M	2.3%	+17.1%	0.200%
2/4/2026	Ameritas Advisory Services LLC	6,830	$685K	0.0%	+432.8%	0.039%
2/4/2026	Brio Consultants LLC	54,394	$5.45M	0.7%	+5.7%	0.309%
2/4/2026	Ballast Rock Private Wealth LLC	6,177	$619K	0.4%	N/A	0.035%
2/3/2026	Van Strum & Towne Inc.	6,400	$642K	0.2%	N/A	0.036%
2/3/2026	International Assets Investment Management LLC	3,000	$301K	0.0%	N/A	0.017%
2/3/2026	Climber Capital SA	3,110	$311K	0.2%	N/A	0.018%
2/3/2026	Eclectic Associates Inc. ADV	63,534	$6.37M	1.0%	+6.5%	0.361%
2/2/2026	Pinnacle Wealth Management Advisory Group LLC	3,805	$381K	0.0%	+35.9%	0.022%
2/2/2026	Pachira Investments Inc.	2,231	$224K	0.1%	N/A	0.013%
2/2/2026	Composition Wealth LLC	567,221	$56.87M	0.8%	+2.5%	3.223%
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1/30/2026	Joel Isaacson & Co. LLC	9,331	$936K	0.0%	+75.1%	0.053%
1/30/2026	Ares Financial Consulting LLC	1,250	$125K	0.1%	N/A	0.007%
1/29/2026	Concurrent Investment Advisors LLC	87,054	$8.73M	0.1%	+131.3%	0.495%
1/27/2026	PFG Advisors	43,921	$4.40M	0.2%	+1.7%	0.250%
1/27/2026	Stone Summit Wealth LLC	4,782	$479K	0.1%	N/A	0.027%
1/26/2026	Moss Adams Wealth Advisors LLC	5,521	$554K	0.0%	N/A	0.031%
1/26/2026	XY Planning Network Inc.	2,923	$293K	0.1%	N/A	0.017%
1/26/2026	DeLarme Wealth Management Inc.	15,182	$1.52M	1.1%	N/A	0.086%
1/26/2026	Luminvest Wealth Management LLC	14,375	$1.44M	0.4%	+19.1%	0.082%
1/23/2026	Bridgewater Advisors Inc.	10,941	$1.10M	0.1%	+37.3%	0.062%

VTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 153 institutional investors and hedge funds held shares of Vanguard California Tax-Exempt Bond ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($408.77M), Composition Wealth LLC ($56.87M), Miracle Mile Advisors LLC ($55.20M), Bank of America Corp DE ($33.38M), Jane Street Group LLC ($26.29M), Cetera Investment Advisers ($25.05M), and Captrust Financial Advisors ($20.37M).Learn more on Vanguard California Tax-Exempt Bond ETF's institutional investors.

Of the 150 institutional investors that purchased Vanguard California Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($3.88M), Miracle Mile Advisors LLC ($553.25K), Jane Street Group LLC ($323.15K), Bank of America Corp DE ($268.59K), Cetera Investment Advisers ($258.13K), Corient Private Wealth LLC ($139.14K), and Pasadena Private Wealth LLC ($139.03K).

Institutional investors have bought a total of 4,761,014 shares in the last 24 months. This purchase volume represents approximately $469.12M in transactions.

Of the 22 institutional investors that sold Vanguard California Tax-Exempt Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($156.07K), Susquehanna International Group LLP ($60.82K), Jane Street Group LLC ($39.52K), JPMorgan Chase & Co. ($35.55K), SteelPeak Wealth LLC ($20.74K), Cetera Investment Advisers ($20.66K), and Financial Management Network Inc. ($8.66K).

Institutional investors have sold a total of 370,287 shares in the last 24 months. This volume of shares sold represents approximately $36.84M in transactions.

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This page (BATS:VTEC) was last updated on 6/5/2026 by MarketBeat.com Staff.

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Vanguard California Tax-Exempt Bond ETF (VTEC) Institutional Ownership

VTEC Institutional Buying and Selling by Quarter

Vanguard California Tax-Exempt Bond ETF Major Shareholders & Ownership History

VTEC Institutional Ownership - Frequently Asked Questions

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Vanguard California Tax-Exempt Bond ETF (VTEC) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Vanguard California Tax-Exempt Bond ETF (BATS:VTEC)

VTEC Institutional Buying and Selling by Quarter

Vanguard California Tax-Exempt Bond ETF Major Shareholders & Ownership History

VTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEC shares?

Which institutional investors have been buying Vanguard California Tax-Exempt Bond ETF's stock?

How much institutional buying is happening at Vanguard California Tax-Exempt Bond ETF?

Which of Vanguard California Tax-Exempt Bond ETF's major shareholders have been selling company stock?

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