Vanguard California Tax-Exempt Bond ETF (VTEC) Institutional Ownership $97.38 -0.01 (-0.01%) As of 06/27/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)Number ofInstitutional Buyers(last 12 months)56TotalInstitutional Inflows(last 12 months)$304.95MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$20.85M 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. Email Address 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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/6/2025 Blue Oak Capital LLC17,665$1.74M1.0%N/A0.180% 5/19/2025 Jane Street Group LLC48,095$4.73M0.0%-75.0%0.480% 5/16/2025 Bell Investment Advisors Inc1,287$127K0.0%+1,174.3%0.013% 5/16/2025 Jones Financial Companies Lllp15,851$1.56M0.0%+340.7%0.158% 5/16/2025 AQR Capital Management LLC4,236$417K0.0%N/A0.042% 5/15/2025 Royal Bank of Canada29,596$2.91M0.0%+438.1%0.295% 5/15/2025 OLD Mission Capital LLC14,097$1.39M0.0%-79.2%0.141% 5/14/2025 Ariston Services Group5,421$533K0.4%-33.2%0.054% 5/13/2025 Elequin Capital LP22,096$2.17M0.3%+10.5%0.220% 5/9/2025 Charles Schwab Investment Management Inc.2,262,138$222.59M0.0%+25.6%22.554% Get the Latest News and Ratings for VTEC and Related StocksEnter 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. 5/7/2025 Financial Management Network Inc.28,987$2.80M0.6%-10.0%0.289% 5/6/2025 Cetera Investment Advisers2,137$210K0.0%N/A0.021% 5/6/2025 PFG Advisors39,657$3.90M0.2%+49.5%0.395% 5/5/2025 FLC Capital Advisors20,821$2.05M0.5%+17.3%0.208% 4/29/2025 Concurrent Investment Advisors LLC14,147$1.39M0.0%N/A0.204% 4/28/2025 Equita Financial Network Inc.2,373$234K0.1%N/A0.034% 4/25/2025 Root Financial Partners LLC8,482$835K0.1%+41.3%0.122% 4/23/2025 Golden State Wealth Management LLC1,010$99K0.0%+100.0%0.015% 4/23/2025 Climber Capital SA3,110$306K1.8%N/A0.045% 4/21/2025 Roberts Wealth Advisors LLC2,090$206K0.1%N/A0.030% 4/17/2025 Keystone Wealth Services LLC5,647$556K0.2%+50.4%0.081% 4/16/2025 Wealth Enhancement Advisory Services LLC5,045$496K0.0%N/A0.073% 4/15/2025 Fiduciary Financial Group LLC3,108$301K0.1%N/A0.045% 4/14/2025 Wedmont Private Capital67,149$6.44M0.3%+21.6%0.969% 4/10/2025 Retirement Planning Group LLC9,426$927K0.0%N/A0.173% 4/10/2025 Eclectic Associates Inc. ADV34,039$3.35M0.9%+122.5%0.625% 4/9/2025 Sweeney & Michel LLC3,284$314K0.1%N/A0.060% 2/18/2025 JDM Financial Group LLC1,216$121K0.1%-59.9%0.025% 2/18/2025 Elequin Capital LP19,991$1.99M0.2%N/A0.416% 2/17/2025 Captrust Financial Advisors48,999$4.88M0.0%+826.1%7.538% 2/17/2025 Bank of America Corp DE31,793$3.17M0.0%+3,246.6%4.891% 2/14/2025 Jane Street Group LLC192,661$19.18M0.0%+209.8%29.640% 2/14/2025 Bridgewealth Advisory Group LLC11,787$1.17M0.3%+34.5%1.813% 2/14/2025 Beacon Pointe Advisors LLC10,072$1.00M0.0%+18.9%1.550% 2/13/2025 NewEdge Advisors LLC3,363$335K0.0%+18.2%0.517% 2/13/2025 Raymond James Financial Inc.15,896$1.58M0.0%N/A2.446% 2/12/2025 OLD Mission Capital LLC67,867$6.76M0.1%N/A10.441% 2/11/2025 LPL Financial LLC7,838$780K0.0%+66.7%1.206% 2/10/2025 Evoke Wealth LLC3,023$301K0.0%N/A0.465% 2/10/2025 Commonwealth Equity Services LLC16,191$1.61M0.0%-5.8%2.491% A new rule goes live in July — and the banks are quietly cashing in (Ad)A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how2/7/2025 PFG Advisors26,531$2.64M0.2%N/A4.082% 2/6/2025 Raymond James Financial Inc.15,896$1.58M0.0%N/A2.446% 2/6/2025 Ariston Services Group8,117$808K0.7%N/A1.249% 2/6/2025 Charles Schwab Investment Management Inc.1,801,709$179.34M0.0%+685.7%277.186% 2/6/2025 Meridian Wealth Management LLC4,905$488K0.0%+7.7%0.755% 2/6/2025 Keystone Wealth Services LLC3,755$374K0.1%+6.4%0.578% 2/6/2025 Jones Financial Companies Lllp3,597$358K0.0%N/A0.553% 2/3/2025 Financial Management Network Inc.32,216$3.22M0.7%+76.0%4.956% 1/29/2025 Elevation Wealth Partners LLC4,336$432K0.2%N/A0.667% 1/29/2025 Luminvest Wealth Management LLC3,717$370K0.1%N/A0.572% 1/28/2025 Golden State Wealth Management LLC505$50K0.0%N/A0.078% 1/24/2025 Compass Advisory Group LLC2,243$223K0.1%N/A0.345% 1/24/2025 Brio Consultants LLC8,457$842K0.1%N/A1.301% 1/23/2025 SteelPeak Wealth LLC27,394$2.73M0.1%N/A4.214% 1/21/2025 Eclectic Associates Inc. ADV15,295$1.52M0.5%N/A2.353% 1/17/2025 Albion Financial Group UT425$42K0.0%N/A0.065% 1/16/2025 Aspiriant LLC2,470$246K0.0%N/A0.380% 1/16/2025 FLC Capital Advisors17,754$1.77M0.4%+1.0%2.731% 1/16/2025 Diversify Advisory Services LLC9,063$896K0.0%-31.9%1.394% 1/15/2025 Ameritas Advisory Services LLC2,500$249K0.0%N/A0.385% 1/13/2025 Wedmont Private Capital55,214$5.46M0.3%-0.9%8.494% 11/15/2024 Jane Street Group LLC62,184$6.30M0.0%+697.2%9.567% 11/14/2024 Flow Traders U.S. LLC17,069$1.73M0.1%N/A2.626% 11/14/2024 Captrust Financial Advisors5,291$536K0.0%+97.1%0.814% 11/12/2024 Larson Financial Group LLC1,000$101K0.0%N/A0.154% 11/12/2024 Meridian Wealth Management LLC4,555$462K0.0%N/A0.701% 11/12/2024 Charles Schwab Investment Management Inc.229,313$23.25M0.0%N/A35.279% 11/4/2024 Core Wealth Partners LLC2,639$268K0.2%N/A0.406% 10/28/2024 TPG Advisors LLC4,006$406K0.3%+60.1%0.616% 10/25/2024 Diversify Advisory Services LLC13,300$1.33M0.1%N/A2.046% 10/23/2024 Financial Management Network Inc.18,307$1.85M0.4%+62.0%2.816% 10/16/2024 FLC Capital Advisors17,578$1.78M0.4%+5.0%2.704% 10/11/2024 Creative Planning10,919$1.11M0.0%+206.5%1.680% 10/10/2024 Paragon Capital Management Ltd6,278$636K0.1%N/A0.966% 10/9/2024 Wedmont Private Capital55,731$5.61M0.3%+9.3%8.574% 10/8/2024 Atomi Financial Group Inc.1,996$202K0.0%N/A0.307% 8/16/2024 Creative Planning3,563$354K0.0%+11.3%0.548% 8/14/2024 Bridgewealth Advisory Group LLC4,914$488K0.2%N/A0.756% 8/13/2024 TPG Advisors LLC2,502$249K0.2%N/A0.385% 8/6/2024 Opes Wealth Management LLC5,650$562K0.1%N/A0.869% 7/31/2024 Commonwealth Equity Services LLC3,405$338K0.0%N/A0.524% 7/30/2024 Values Added Financial LLC7,298$725K0.5%N/A1.123% 7/16/2024 Wedmont Private Capital50,988$5.10M0.3%+45.1%7.844% 7/16/2024 FLC Capital Advisors16,746$1.67M0.4%N/A2.576% 7/13/2024 Keystone Wealth Services LLC3,515$349K0.1%N/A0.541% 7/10/2024 Sweeney & Michel LLC2,016$201K0.1%N/A0.310% 7/10/2024 CVA Family Office LLC320$32K0.0%N/A0.049% 5/2/2024 Blume Capital Management Inc.3,500$352K0.1%N/A0.667% (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, 58 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. ($222.59M), Wedmont Private Capital ($6.44M), Captrust Financial Advisors ($4.88M), Jane Street Group LLC ($4.73M), PFG Advisors ($3.90M), Eclectic Associates Inc. ADV ($3.35M), and Bank of America Corp DE ($3.17M).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 57 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. ($2.26M), Jane Street Group LLC ($184.86K), OLD Mission Capital LLC ($67.87K), Captrust Financial Advisors ($46.32K), PFG Advisors ($39.66K), Eclectic Associates Inc. ADV ($34.04K), and Wedmont Private Capital ($32.54K). How much institutional buying is happening at Vanguard California Tax-Exempt Bond ETF? Institutional investors have bought a total of 3,064,235 shares in the last 24 months. This purchase volume represents approximately $304.95M in transactions. Which of Vanguard California Tax-Exempt Bond ETF's major shareholders have been selling company stock? The following institutional investors have sold Vanguard California Tax-Exempt Bond ETF stock in the last 24 months: Jane Street Group LLC ($144.57K), OLD Mission Capital LLC ($53.77K), Diversify Advisory Services LLC ($4.24K), Financial Management Network Inc. ($3.23K), Ariston Services Group ($2.70K), JDM Financial Group LLC ($1.82K), and Commonwealth Equity Services LLC ($989.00). How much institutional selling is happening at Vanguard California Tax-Exempt Bond ETF? Institutional investors have sold a total of 211,819 shares in the last 24 months. This volume of shares sold represents approximately $20.85M in transactions. Related Companies Day Hagan Smart Sector International ETF Institutional Ownership Day Hagan Smart Sector Fixed Income ETF Institutional Ownership Aci Emerging Markets Bond Etf Institutional Ownership This page (NYSEARCA:VTEC) was last updated on 6/29/2025 by MarketBeat.com Staff From Our PartnersElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredTrump’s Exec Order #14154 could be a “Millionaire-Maker”Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...Paradigm Press | Sponsored3..2..1.. 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