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

$98.63 0.00 (0.00%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 128
Total Institutional Inflows (last 12 months): $243.68M

Number of Institutional Sellers (last 12 months): 21
Total Institutional Outflows (last 12 months): $31.53M

Get VTEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard California Tax-Exempt Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

VTEC Institutional Buying and Selling by Quarter

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

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/23/2026	Wedmont Private Capital	244,141	$24.44M	0.7%	+25.4%	2.319%
8/22/2026	Timbuktu Capital Management LLC	860	$87K	0.1%	N/A	0.008%
8/22/2026	Concurrent Investment Advisors LLC	92,114	$9.27M	0.1%	-0.3%	0.875%
8/21/2026	Leo H. Evart Inc.	2,471	$249K	0.2%	N/A	0.023%
8/21/2026	WorthPointe LLC	6,970	$701K	0.2%	N/A	0.066%
7/10/2026	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	2,364	$238K	0.0%	-36.7%	0.022%
7/9/2026	Hennion & Walsh Asset Management Inc.	2,129	$214K	0.0%	N/A	0.020%
7/8/2026	Apella Capital LLC	24,267	$2.43M	0.0%	+42.7%	0.230%
7/8/2026	Eclectic Associates Inc. ADV	78,851	$7.93M	0.9%	+22.3%	0.749%
7/7/2026	Integral Investment Advisors Inc.	4,680	$471K	0.1%	+21.6%	0.044%
Get the Latest News and Ratings for VTEC and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Vanguard California Tax-Exempt Bond ETF and its competitors with MarketBeat's FREE daily newsletter.
7/7/2026	Value Investment Professionals LLC	2,021	$203K	0.2%	N/A	0.019%
7/7/2026	Sandy Cove Advisors LLC	2,407	$242K	0.1%	N/A	0.023%
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%
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%
A letter from Shannon Stansberry (Ad) Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. Watch the full story and see the verified track record for yourself
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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad) Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain. Get the name and ticker of Louis Navellier's #1 AI stock free
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%

VTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 157 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 Wedmont Private Capital ($24.44M).Learn more on Vanguard California Tax-Exempt Bond ETF's institutional investors.

Of the 152 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), Wedmont Private Capital ($159.16K), and Corient Private Wealth LLC ($139.14K).

Institutional investors have bought a total of 2,443,164 shares in the last 24 months. This purchase volume represents approximately $243.68M in transactions.

Of the 21 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), JPMorgan Chase & Co. ($35.55K), Cetera Investment Advisers ($20.66K), SteelPeak Wealth LLC ($15.59K), Bridgewater Advisors Inc. ($6.53K), and Bell Investment Advisors Inc ($4.39K).

Institutional investors have sold a total of 315,656 shares in the last 24 months. This volume of shares sold represents approximately $31.53M in transactions.

Related Companies

Institutional ownership data for BATS:VTEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools