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

$98.99 -0.42 (-0.42%)
As of 05/15/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$464.94M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$51.07M
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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
5/15/2026 Bridgewater Advisors Inc.4,407$438K0.0%-59.7%0.042%
5/13/2026 Cetera Investment Advisers252,836$25.05M0.0%-7.6%2.401%
5/7/2026 Van Strum & Towne Inc.7,650$758K0.2%+19.5%0.073%
5/7/2026 Parallel 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%
5/5/2026 D.A. Davidson & CO.2,050$203K0.0%N/A0.019%
5/5/2026 Sanctuary Advisors LLC3,271$324K0.0%N/A0.031%
5/5/2026 Sterling Investment Advisors Ltd.5,000$495K0.1%N/A0.047%
5/4/2026 Retirement Planning Group LLC6,878$681K0.0%+13.2%0.065%
5/2/2026 International Assets Investment Management LLC5,500$545K0.0%+83.3%0.052%
5/2/2026 Diversify Wealth Management LLC19,947$1.99M0.0%N/A0.189%
5/2/2026 Valmark Advisers Inc.12,445$1.23M0.0%+59.1%0.118%
5/1/2026 Kaizen Financial Strategies4,363$436K0.2%+30.0%0.041%
5/1/2026 Luminvest Wealth Management LLC45,647$4.52M1.2%+217.5%0.433%
4/30/2026 Bernzott Capital Advisors30,215$2.99M1.4%N/A0.287%
4/30/2026 Integrity Investment Advisors LLC9,800$971K0.5%+179.3%0.093%
4/29/2026 Integrated Advisors Network LLC43,285$4.29M0.2%N/A0.411%
4/27/2026 Private Advisor Group LLC2,809$278K0.0%-7.6%0.027%
4/25/2026 NavPoint Financial Inc.5,597$555K0.2%+22.5%0.053%
4/24/2026 Root Financial Partners LLC35,913$3.56M0.2%+41.7%0.341%
4/24/2026 DeLarme Wealth Management Inc.25,885$2.57M1.7%+70.5%0.246%
4/23/2026 Moss Adams Wealth Advisors LLC8,999$892K0.1%+63.0%0.085%
4/23/2026 Pasadena Private Wealth LLC139,033$13.78M1.9%N/A1.320%
4/22/2026 Hurlow Wealth Management Group Inc.3,415$338K0.1%+9.8%0.032%
4/22/2026 MFA Wealth Services2,866$284K0.2%+18.8%0.027%
4/20/2026 Blue Trust Inc.1,684$167K0.0%N/A0.016%
4/20/2026 Apella Capital LLC17,005$1.70M0.0%+89.0%0.161%
4/17/2026 Bell Investment Advisors Inc46,244$4.58M0.7%+2.4%0.439%
4/17/2026 Financial Management Network Inc.22,972$2.30M0.4%+4.6%0.218%
4/17/2026 Sweeney & Michel LLC8,450$845K0.3%+38.2%0.080%
4/16/2026 Evolve Private Wealth LLC22,611$2.24M0.1%N/A0.215%
4/16/2026 Ballast Rock Private Wealth LLC49,652$4.92M2.7%+703.8%0.472%
4/15/2026 WESPAC 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%
2/18/2026 EP 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%
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2/17/2026Guggenheim Capital LLC118,933$11.92M0.1%+104.8%0.676%
2/17/2026 WFA of San Diego LLC785$79K0.1%+18.9%0.004%
2/17/2026 Cetera 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%
2/16/2026 Mariner LLC16,747$1.68M0.0%+68.7%0.095%
2/16/2026 Fort Point Capital Partners LLC24,412$2.46M0.3%+39.0%0.139%
2/13/2026 Burton Enright Welch16,716$1.68M0.2%N/A0.095%
2/13/2026 Golden 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%
2/13/2026 Integrity Investment Advisors LLC3,509$352K0.2%N/A0.020%
2/12/2026 Jane Street Group LLC262,230$26.29M0.0%+111.6%1.490%
2/12/2026 Commonwealth Equity Services LLC23,475$2.35M0.0%-7.0%0.133%
2/12/2026 Betterment LLC2,419$243K0.0%N/A0.014%
2/12/2026 WealthSpring Partners LLC2,054$206K0.2%N/A0.012%
2/12/2026 Altiora Financial Group LLC50,000$5.01M0.9%N/A0.284%
2/11/2026Cerity Partners LLC5,133$515K0.0%-31.5%0.029%
2/11/2026 LPL Financial LLC105,244$10.55M0.0%+23.3%0.598%
2/11/2026 Shared Vision Wealth Group LLC44,510$4.48M1.8%+76.4%0.253%
2/11/2026 FLC Capital Advisors22,577$2.26M0.4%+11.5%0.128%
2/11/2026 Parallel Advisors LLC1,000$100K0.0%N/A0.006%
2/11/2026 Vise Technologies Inc.25,380$2.55M0.1%N/A0.144%
2/10/2026 Root Financial Partners LLC25,351$2.54M0.1%+14.8%0.144%
2/10/2026 Virtue Asset Management LLC2,000$201K0.2%N/A0.011%
2/10/2026 Cherry Tree Wealth Management LLC795$80K0.0%N/A0.005%
2/10/2026 Northwestern Mutual Wealth Management Co.13,146$1.32M0.0%+86.5%0.075%
2/6/2026 Geometric Wealth Advisors10,643$1.07M0.1%+1.1%0.060%
2/6/2026Evoke Wealth LLC100,023$10.03M0.2%+167.4%0.568%
2/6/2026 Tortoise 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%
2/6/2026 HighTower Advisors LLC2,252$226K0.0%N/A0.013%
2/5/2026 Pinnacle Associates Ltd.3,805$381K0.0%+35.9%0.022%
2/5/2026Allworth Financial LP1,087$109K0.0%-72.1%0.006%
2/5/2026 Ndwm LLC35,138$3.52M2.3%+17.1%0.200%
2/4/2026 Ameritas Advisory Services LLC6,830$685K0.0%+432.8%0.039%
2/4/2026 Brio Consultants LLC54,394$5.45M0.7%+5.7%0.309%
2/4/2026 Ballast Rock Private Wealth LLC6,177$619K0.4%N/A0.035%
2/3/2026 Van Strum & Towne Inc.6,400$642K0.2%N/A0.036%
2/3/2026 International Assets Investment Management LLC3,000$301K0.0%N/A0.017%
2/3/2026 Climber Capital SA3,110$311K0.2%N/A0.018%
2/3/2026 Eclectic Associates Inc. ADV63,534$6.37M1.0%+6.5%0.361%
2/2/2026 Pinnacle Wealth Management Advisory Group LLC3,805$381K0.0%+35.9%0.022%
2/2/2026 Pachira Investments Inc.2,231$224K0.1%N/A0.013%
2/2/2026 Composition Wealth LLC567,221$56.87M0.8%+2.5%3.223%
1/30/2026 Joel Isaacson & Co. LLC9,331$936K0.0%+75.1%0.053%
1/30/2026 Ares Financial Consulting LLC1,250$125K0.1%N/A0.007%
1/29/2026 Concurrent Investment Advisors LLC87,054$8.73M0.1%+131.3%0.495%
1/27/2026 PFG Advisors43,921$4.40M0.2%+1.7%0.250%
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1/27/2026 Stone Summit Wealth LLC4,782$479K0.1%N/A0.027%
1/26/2026 Moss Adams Wealth Advisors LLC5,521$554K0.0%N/A0.031%
1/26/2026 XY Planning Network Inc.2,923$293K0.1%N/A0.017%
1/26/2026 DeLarme Wealth Management Inc.15,182$1.52M1.1%N/A0.086%
1/26/2026 Luminvest Wealth Management LLC14,375$1.44M0.4%+19.1%0.082%
1/23/2026 Bridgewater Advisors Inc.10,941$1.10M0.1%+37.3%0.062%
1/23/2026 Optima Capital LLC2,451$246K0.1%N/A0.014%
1/23/2026 Ariston Services Group9,735$976K0.6%+44.5%0.055%
1/22/2026 Nautilus Advisors LLC3,449$346K0.2%-13.3%0.020%
1/22/2026 Hill Island Financial LLC4,278$429K0.1%N/A0.024%


VTEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 152 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 ($28.04M), 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 149 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), Cetera Investment Advisers ($258.13K), Bank of America Corp DE ($235.32K), Corient Private Wealth LLC ($139.14K), and Pasadena Private Wealth LLC ($139.03K).

Institutional investors have bought a total of 4,718,769 shares in the last 24 months. This purchase volume represents approximately $464.94M 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: Jane Street Group LLC ($184.08K), Charles Schwab Investment Management Inc. ($156.07K), Susquehanna International Group LLP ($60.82K), 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 514,853 shares in the last 24 months. This volume of shares sold represents approximately $51.07M in transactions.


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This page (BATS:VTEC) was last updated on 5/16/2026 by MarketBeat.com Staff.
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