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

Vanguard California Tax-Exempt Bond ETF logo
$99.69 -0.16 (-0.16%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard California Tax-Exempt Bond ETF (BATS:VTEC)

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$468.89M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$36.17M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,364$238K0.0%-36.7%0.022%
7/9/2026 Hennion & Walsh Asset Management Inc.2,129$214K0.0%N/A0.020%
7/8/2026 Apella Capital LLC24,267$2.43M0.0%+42.7%0.230%
7/8/2026 Eclectic Associates Inc. ADV78,851$7.93M0.9%+22.3%0.749%
7/7/2026 Integral Investment Advisors Inc.4,680$471K0.1%+21.6%0.044%
7/7/2026 Value Investment Professionals LLC2,021$203K0.2%N/A0.019%
7/7/2026 Sandy Cove Advisors LLC2,407$242K0.1%N/A0.023%
6/3/2026Parallel Advisors LLC2,745$272K0.0%+174.5%0.026%
5/19/2026Bank of America Corp DE336,901$33.38M0.0%+11.0%3.199%
5/18/2026Royal Bank of Canada10,135$1.01M0.0%+37.0%0.096%
5/16/2026Quantinno Capital Management LP16,285$1.61M0.0%+38.1%0.155%
5/15/2026Bridgewater Advisors Inc.4,407$438K0.0%-59.7%0.042%
5/13/2026Cetera Investment Advisers252,836$25.05M0.0%-7.6%2.401%
5/7/2026Van Strum & Towne Inc.7,650$758K0.2%+19.5%0.073%
5/7/2026Parallel Advisors LLC2,745$272K0.0%+174.5%0.026%
5/6/2026 SteelPeak Wealth LLC6,657$660K0.0%-54.6%0.063%
5/6/2026 Independent Financial Group LLC6,426$637K0.0%N/A0.061%
5/5/2026D.A. Davidson & CO.2,050$203K0.0%N/A0.019%
5/5/2026Sanctuary Advisors LLC3,271$324K0.0%N/A0.031%
5/5/2026Sterling Investment Advisors Ltd.5,000$495K0.1%N/A0.047%
5/4/2026Retirement Planning Group LLC6,878$681K0.0%+13.2%0.065%
5/2/2026International Assets Investment Management LLC5,500$545K0.0%+83.3%0.052%
5/2/2026Diversify Wealth Management LLC19,947$1.99M0.0%N/A0.189%
5/2/2026Valmark Advisers Inc.12,445$1.23M0.0%+59.1%0.118%
5/1/2026Kaizen Financial Strategies4,363$436K0.2%+30.0%0.041%
5/1/2026Luminvest Wealth Management LLC45,647$4.52M1.2%+217.5%0.433%
4/30/2026Bernzott Capital Advisors30,215$2.99M1.4%N/A0.287%
4/30/2026Integrity Investment Advisors LLC9,800$971K0.5%+179.3%0.093%
4/29/2026Integrated Advisors Network LLC43,285$4.29M0.2%N/A0.411%
4/27/2026Private Advisor Group LLC2,809$278K0.0%-7.6%0.027%
4/25/2026NavPoint Financial Inc.5,597$555K0.2%+22.5%0.053%
4/24/2026Root Financial Partners LLC35,913$3.56M0.2%+41.7%0.341%
4/24/2026DeLarme Wealth Management Inc.25,885$2.57M1.7%+70.5%0.246%
4/23/2026Moss Adams Wealth Advisors LLC8,999$892K0.1%+63.0%0.085%
4/23/2026Pasadena Private Wealth LLC139,033$13.78M1.9%N/A1.320%
4/22/2026Hurlow Wealth Management Group Inc.3,415$338K0.1%+9.8%0.032%
4/22/2026MFA Wealth Services2,866$284K0.2%+18.8%0.027%
4/20/2026Blue Trust Inc.1,684$167K0.0%N/A0.016%
4/20/2026 Apella Capital LLC17,005$1.70M0.0%+89.0%0.161%
4/17/2026Bell Investment Advisors Inc46,244$4.58M0.7%+2.4%0.439%
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4/17/2026Financial Management Network Inc.22,972$2.30M0.4%+4.6%0.218%
4/17/2026Sweeney & Michel LLC8,450$845K0.3%+38.2%0.080%
4/16/2026Evolve Private Wealth LLC22,611$2.24M0.1%N/A0.215%
4/16/2026Ballast Rock Private Wealth LLC49,652$4.92M2.7%+703.8%0.472%
4/15/2026WESPAC Advisors SoCal LLC10,821$1.07M0.2%-10.2%0.103%
3/9/2026Corient Private Wealth LLC48,112$4.82M0.0%+27.2%0.273%
2/19/2026Corient Private Wealth LLC47,612$4.77M0.0%+25.8%0.271%
2/18/2026Mercer Global Advisors Inc. ADV2,847$285K0.0%-30.8%0.016%
2/18/2026Beacon Pointe Advisors LLC21,153$2.12M0.0%+494.7%0.120%
2/18/2026EP Wealth Advisors LLC12,263$1.23M0.0%N/A0.070%
2/18/2026OLD Mission Capital LLC50,436$5.06M0.1%+1,256.5%0.287%
2/17/2026Guggenheim Capital LLC118,933$11.92M0.1%+104.8%0.676%
2/17/2026WFA of San Diego LLC785$79K0.1%+18.9%0.004%
2/17/2026Cetera Investment Advisers273,492$27.42M0.0%+13.6%1.554%
2/17/2026Osaic Holdings Inc.22,438$2.25M0.0%+161.6%0.127%
2/17/2026Tower Research Capital LLC TRC 15,713$1.58M0.0%N/A0.089%
2/17/2026Captrust Financial Advisors203,167$20.37M0.0%+9.3%1.154%
2/17/2026Royal Bank of Canada7,397$741K0.0%+117.4%0.042%
2/16/2026Mariner LLC16,747$1.68M0.0%+68.7%0.095%
2/16/2026Fort Point Capital Partners LLC24,412$2.46M0.3%+39.0%0.139%
2/13/2026Burton Enright Welch16,716$1.68M0.2%N/A0.095%
2/13/2026Golden State Wealth Management LLC705$71K0.0%+39.6%0.004%
2/13/2026Charles Schwab Investment Management Inc.4,077,067$408.77M0.1%-3.7%23.165%
2/13/2026Integrity Investment Advisors LLC3,509$352K0.2%N/A0.020%
2/12/2026Jane Street Group LLC262,230$26.29M0.0%+111.6%1.490%
2/12/2026Commonwealth Equity Services LLC23,475$2.35M0.0%-7.0%0.133%
2/12/2026Betterment LLC2,419$243K0.0%N/A0.014%
2/12/2026WealthSpring Partners LLC2,054$206K0.2%N/A0.012%
2/12/2026Altiora Financial Group LLC50,000$5.01M0.9%N/A0.284%
2/11/2026Cerity Partners LLC5,133$515K0.0%-31.5%0.029%
2/11/2026LPL Financial LLC105,244$10.55M0.0%+23.3%0.598%
2/11/2026Shared Vision Wealth Group LLC44,510$4.48M1.8%+76.4%0.253%
2/11/2026FLC Capital Advisors22,577$2.26M0.4%+11.5%0.128%
2/11/2026Parallel Advisors LLC1,000$100K0.0%N/A0.006%
2/11/2026Vise Technologies Inc.25,380$2.55M0.1%N/A0.144%
2/10/2026Root Financial Partners LLC25,351$2.54M0.1%+14.8%0.144%
2/10/2026Virtue Asset Management LLC2,000$201K0.2%N/A0.011%
2/10/2026Cherry Tree Wealth Management LLC795$80K0.0%N/A0.005%
2/10/2026Northwestern Mutual Wealth Management Co.13,146$1.32M0.0%+86.5%0.075%
2/6/2026Geometric Wealth Advisors10,643$1.07M0.1%+1.1%0.060%
2/6/2026Evoke Wealth LLC100,023$10.03M0.2%+167.4%0.568%
2/6/2026Tortoise Investment Management LLC2,640$265K0.0%+100.0%0.015%
2/6/2026 Integral Investment Advisors Inc.3,850$386K0.1%+32.8%0.022%
2/6/2026HighTower Advisors LLC2,252$226K0.0%N/A0.013%
2/5/2026Pinnacle Associates Ltd.3,805$381K0.0%+35.9%0.022%
2/5/2026Allworth Financial LP1,087$109K0.0%-72.1%0.006%
2/5/2026Ndwm LLC35,138$3.52M2.3%+17.1%0.200%
2/4/2026Ameritas Advisory Services LLC6,830$685K0.0%+432.8%0.039%
2/4/2026Brio Consultants LLC54,394$5.45M0.7%+5.7%0.309%
2/4/2026Ballast Rock Private Wealth LLC6,177$619K0.4%N/A0.035%
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2/3/2026Van Strum & Towne Inc.6,400$642K0.2%N/A0.036%
2/3/2026International Assets Investment Management LLC3,000$301K0.0%N/A0.017%
2/3/2026Climber Capital SA3,110$311K0.2%N/A0.018%
2/3/2026 Eclectic Associates Inc. ADV63,534$6.37M1.0%+6.5%0.361%
2/2/2026Pinnacle Wealth Management Advisory Group LLC3,805$381K0.0%+35.9%0.022%
2/2/2026Pachira Investments Inc.2,231$224K0.1%N/A0.013%
2/2/2026Composition Wealth LLC567,221$56.87M0.8%+2.5%3.223%
1/30/2026Joel Isaacson & Co. LLC9,331$936K0.0%+75.1%0.053%
1/30/2026 Ares Financial Consulting LLC1,250$125K0.1%N/A0.007%
1/29/2026Concurrent Investment Advisors LLC87,054$8.73M0.1%+131.3%0.495%


VTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 156 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 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), Corient Private Wealth LLC ($139.14K), and Pasadena Private Wealth LLC ($139.03K).

Institutional investors have bought a total of 4,757,902 shares in the last 24 months. This purchase volume represents approximately $468.89M 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 Bridgewater Advisors Inc. ($6.53K).

Institutional investors have sold a total of 363,367 shares in the last 24 months. This volume of shares sold represents approximately $36.17M in transactions.


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This page (BATS:VTEC) was last updated on 7/16/2026 by MarketBeat.com Staff.
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