Free Trial
→ Alert: Prepare for Trump's Dollar Overhaul (From Brownstone Research) (Ad)tc pixel Free VTEC Stock Alerts

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

$99.47 -0.09 (-0.09%)
As of 09/12/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$532.40M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$26.35M
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
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.
Skip Chart & View Institutional Buying and Selling Data

VTEC Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.7,027$686K0.0%+225.2%0.067%
8/15/2025 Corient Private Wealth LLC79,392$7.75M0.0%N/A0.755%
8/15/2025 Captrust Financial Advisors154,216$15.05M0.0%+33.5%1.466%
8/15/2025 WFA of San Diego LLC590$58K0.0%N/A0.006%
8/15/2025 Bank of America Corp DE218,786$21.36M0.0%+185.6%2.080%
8/14/2025 Jane Street Group LLC8,579$837K0.0%-82.2%0.082%
8/14/2025 Raymond James Financial Inc.21,369$2.09M0.0%+13.9%0.203%
8/14/2025 Diversify Advisory Services LLC19,805$1.93M0.1%N/A0.188%
8/14/2025 Sand Hill Global Advisors LLC8,451$825K0.0%N/A0.080%
8/14/2025 Cerity Partners LLC7,195$702K0.0%N/A0.068%
8/13/2025 Flow Traders U.S. LLC8,825$861K0.0%N/A0.084%
8/13/2025 Guggenheim Capital LLC17,154$1.67M0.0%N/A0.163%
8/13/2025 Twin Peaks Wealth Advisors LLC2,389$233K0.1%N/A0.023%
8/13/2025 Beacon Pointe Advisors LLC2,543$248K0.0%N/A0.024%
8/13/2025 Northwestern Mutual Wealth Management Co.2,399$234K0.0%N/A0.023%
8/12/2025 Charles Schwab Investment Management Inc.3,879,597$378.69M0.1%+71.5%36.878%
8/12/2025 JPMorgan Chase & Co.19,031$1.86M0.0%+8.1%0.181%
8/12/2025 Weaver Consulting Group2,248$219K0.1%N/A0.021%
8/11/2025 Wealthspire Advisors LLC3,448$337K0.0%N/A0.033%
8/11/2025 Root Financial Partners LLC12,418$1.21M0.1%+46.4%0.118%
8/11/2025 Bell Investment Advisors Inc37,108$3.62M0.6%+2,783.3%0.353%
8/8/2025 Cetera Investment Advisers225,420$22.00M0.0%+10,448.4%2.143%
8/8/2025 Creative Planning52,635$5.14M0.0%+230.8%0.500%
8/8/2025 Meridian Wealth Management LLC5,375$525K0.0%+9.6%0.051%
8/7/2025 Allworth Financial LP3,903$381K0.0%+390,200.0%0.037%
8/7/2025 Brio Consultants LLC59,384$5.80M0.8%+12.2%0.564%
7/31/2025 Ndwm LLC24,955$2.44M1.8%N/A0.237%
7/31/2025 Focus Partners Advisor Solutions LLC39,000$3.81M0.1%N/A0.371%
7/30/2025 Retirement Planning Group LLC6,626$647K0.0%-29.7%0.063%
7/29/2025 FLC Capital Advisors20,258$1.98M0.4%-2.7%0.193%
7/25/2025 Concurrent Investment Advisors LLC14,898$1.45M0.0%+5.3%0.142%
7/24/2025 NavPoint Financial Inc.3,207$313K0.2%N/A0.030%
7/23/2025 Joel Isaacson & Co. LLC2,675$261K0.0%N/A0.025%
7/23/2025 SteelPeak Wealth LLC22,245$2.17M0.1%-18.8%0.211%
7/18/2025 First Pacific Financial1,547$151K0.0%N/A0.015%
7/17/2025 Eclectic Associates Inc. ADV53,092$5.18M1.1%+56.0%0.505%
7/17/2025 Elser Financial Planning Inc3,890$377K0.0%N/A0.037%
7/17/2025 Albion Financial Group UT625$61K0.0%+47.1%0.006%
7/17/2025 Luminvest Wealth Management LLC11,904$1.16M0.4%N/A0.113%
7/16/2025 Paragon Capital Management Ltd2,064$201K0.0%N/A0.020%
7/16/2025 Blue Oak Capital LLC19,091$1.86M1.0%+8.1%0.181%
7/14/2025 Sweeney & Michel LLC5,176$502K0.2%+57.6%0.049%
7/10/2025 Hurlow Wealth Management Group Inc.3,011$294K0.1%N/A0.029%
7/10/2025 Wedmont Private Capital70,763$6.89M0.3%+5.4%0.673%
7/10/2025 Financial Management Network Inc.20,844$2.03M0.4%-28.1%0.198%
7/9/2025 Keystone Wealth Services LLC5,500$537K0.1%-2.6%0.052%
7/9/2025 Catalyst Private Wealth LLC2,465$241K0.1%N/A0.023%
6/6/2025 Blue Oak Capital LLC17,665$1.74M1.0%N/A0.180%
5/19/2025Jane Street Group LLC48,095$4.73M0.0%-75.0%0.480%
5/16/2025Bell Investment Advisors Inc1,287$127K0.0%+1,174.3%0.013%
5/16/2025Jones Financial Companies Lllp15,851$1.56M0.0%+340.7%0.158%
5/16/2025AQR Capital Management LLC4,236$417K0.0%N/A0.042%
5/15/2025Royal Bank of Canada29,596$2.91M0.0%+438.1%0.295%
5/15/2025OLD Mission Capital LLC14,097$1.39M0.0%-79.2%0.141%
5/14/2025Ariston Services Group5,421$533K0.4%-33.2%0.054%
5/13/2025Elequin Capital LP22,096$2.17M0.3%+10.5%0.220%
5/9/2025Charles Schwab Investment Management Inc.2,262,138$222.59M0.0%+25.6%22.554%
5/7/2025Financial Management Network Inc.28,987$2.80M0.6%-10.0%0.289%
5/6/2025Cetera Investment Advisers2,137$210K0.0%N/A0.021%
5/6/2025PFG Advisors39,657$3.90M0.2%+49.5%0.395%
5/5/2025FLC Capital Advisors20,821$2.05M0.5%+17.3%0.208%
4/29/2025Concurrent Investment Advisors LLC14,147$1.39M0.0%N/A0.204%
4/28/2025Equita Financial Network Inc.2,373$234K0.1%N/A0.034%
4/25/2025Root Financial Partners LLC8,482$835K0.1%+41.3%0.122%
4/23/2025Golden State Wealth Management LLC1,010$99K0.0%+100.0%0.015%
4/23/2025Climber Capital SA3,110$306K1.8%N/A0.045%
4/21/2025Roberts Wealth Advisors LLC2,090$206K0.1%N/A0.030%
4/17/2025Keystone Wealth Services LLC5,647$556K0.2%+50.4%0.081%
4/16/2025Wealth Enhancement Advisory Services LLC5,045$496K0.0%N/A0.073%
4/15/2025Fiduciary Financial Group LLC3,108$301K0.1%N/A0.045%
4/14/2025Wedmont Private Capital67,149$6.44M0.3%+21.6%0.969%
4/10/2025Retirement Planning Group LLC9,426$927K0.0%N/A0.173%
4/10/2025Eclectic Associates Inc. ADV34,039$3.35M0.9%+122.5%0.625%
4/9/2025Sweeney & Michel LLC3,284$314K0.1%N/A0.060%
2/18/2025JDM Financial Group LLC1,216$121K0.1%-59.9%0.025%
2/18/2025Elequin Capital LP19,991$1.99M0.2%N/A0.416%
2/17/2025Captrust Financial Advisors48,999$4.88M0.0%+826.1%7.538%
2/17/2025Bank of America Corp DE31,793$3.17M0.0%+3,246.6%4.891%
2/14/2025Jane Street Group LLC192,661$19.18M0.0%+209.8%29.640%
2/14/2025Bridgewealth Advisory Group LLC11,787$1.17M0.3%+34.5%1.813%
2/14/2025Beacon Pointe Advisors LLC10,072$1.00M0.0%+18.9%1.550%
2/13/2025NewEdge Advisors LLC3,363$335K0.0%+18.2%0.517%
2/13/2025Raymond James Financial Inc.15,896$1.58M0.0%N/A2.446%
2/12/2025OLD Mission Capital LLC67,867$6.76M0.1%N/A10.441%
2/11/2025LPL Financial LLC7,838$780K0.0%+66.7%1.206%
2/10/2025Evoke Wealth LLC3,023$301K0.0%N/A0.465%
2/10/2025Commonwealth Equity Services LLC16,191$1.61M0.0%-5.8%2.491%
2/7/2025PFG Advisors26,531$2.64M0.2%N/A4.082%
2/6/2025Raymond James Financial Inc.15,896$1.58M0.0%N/A2.446%
2/6/2025Ariston Services Group8,117$808K0.7%N/A1.249%
2/6/2025Charles Schwab Investment Management Inc.1,801,709$179.34M0.0%+685.7%277.186%
2/6/2025Meridian Wealth Management LLC4,905$488K0.0%+7.7%0.755%
2/6/2025Keystone Wealth Services LLC3,755$374K0.1%+6.4%0.578%
2/6/2025Jones Financial Companies Lllp3,597$358K0.0%N/A0.553%
2/3/2025Financial Management Network Inc.32,216$3.22M0.7%+76.0%4.956%
1/29/2025Elevation Wealth Partners LLC4,336$432K0.2%N/A0.667%
1/29/2025Luminvest Wealth Management LLC3,717$370K0.1%N/A0.572%
1/28/2025Golden State Wealth Management LLC505$50K0.0%N/A0.078%
1/24/2025Compass Advisory Group LLC2,243$223K0.1%N/A0.345%
1/24/2025Brio Consultants LLC8,457$842K0.1%N/A1.301%
(Data available from 1/1/2016 forward)

VTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEC shares?

During the previous two years, 78 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. ($378.69M), Cetera Investment Advisers ($22.00M), Bank of America Corp DE ($21.36M), Captrust Financial Advisors ($15.05M), Corient Private Wealth LLC ($7.75M), Wedmont Private Capital ($6.89M), and Brio Consultants LLC ($5.80M).Learn more on Vanguard California Tax-Exempt Bond ETF's institutional investors.

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

Of the 77 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), Cetera Investment Advisers ($225.42K), Jane Street Group LLC ($184.86K), Bank of America Corp DE ($173.03K), Captrust Financial Advisors ($84.98K), Corient Private Wealth LLC ($79.39K), and OLD Mission Capital LLC ($67.87K).

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

Institutional investors have bought a total of 5,395,545 shares in the last 24 months. This purchase volume represents approximately $532.40M in transactions.

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

Of the 12 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), OLD Mission Capital LLC ($53.77K), Financial Management Network Inc. ($11.37K), SteelPeak Wealth LLC ($5.15K), Diversify Advisory Services LLC ($4.24K), Retirement Planning Group LLC ($2.80K), and Ariston Services Group ($2.70K).

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

Institutional investors have sold a total of 268,137 shares in the last 24 months. This volume of shares sold represents approximately $26.35M in transactions.


Related Companies

This page (NYSEARCA:VTEC) was last updated on 9/14/2025 by MarketBeat.com Staff
From Our Partners
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
IRS Wants Another Check on Sept 15th—What If You Could Keep It Instead?
On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed profession...
American Alternative | Sponsoredtc pixel
Apple’s falling behind
Apple just posted record-breaking results, yet its stock barely moved — because in today’s market, investors o...
Porter & Company | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel