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

$99.58 +0.08 (+0.08%)
As of 10/3/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$536.36M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$26.35M
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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
10/3/2025 Breakwater Investment Management851$85K0.0%N/A0.008%
9/26/2025Corient Private Wealth LLC39,696$3.88M0.0%N/A0.377%
9/4/2025Osaic Holdings Inc.7,027$686K0.0%+225.2%0.067%
8/15/2025Corient Private Wealth LLC79,392$7.75M0.0%N/A0.755%
8/15/2025Captrust Financial Advisors154,216$15.05M0.0%+33.5%1.466%
8/15/2025WFA of San Diego LLC590$58K0.0%N/A0.006%
8/15/2025Bank of America Corp DE218,786$21.36M0.0%+185.6%2.080%
8/14/2025Jane Street Group LLC8,579$837K0.0%-82.2%0.082%
8/14/2025Raymond James Financial Inc.21,369$2.09M0.0%+13.9%0.203%
8/14/2025Diversify Advisory Services LLC19,805$1.93M0.1%N/A0.188%
8/14/2025Sand Hill Global Advisors LLC8,451$825K0.0%N/A0.080%
8/14/2025Cerity Partners LLC7,195$702K0.0%N/A0.068%
8/13/2025Flow Traders U.S. LLC8,825$861K0.0%N/A0.084%
8/13/2025Guggenheim Capital LLC17,154$1.67M0.0%N/A0.163%
8/13/2025Twin Peaks Wealth Advisors LLC2,389$233K0.1%N/A0.023%
8/13/2025Beacon Pointe Advisors LLC2,543$248K0.0%N/A0.024%
8/13/2025Northwestern Mutual Wealth Management Co.2,399$234K0.0%N/A0.023%
8/12/2025Charles Schwab Investment Management Inc.3,879,597$378.69M0.1%+71.5%36.878%
8/12/2025JPMorgan Chase & Co.19,031$1.86M0.0%+8.1%0.181%
8/12/2025Weaver Consulting Group2,248$219K0.1%N/A0.021%
8/11/2025Wealthspire Advisors LLC3,448$337K0.0%N/A0.033%
8/11/2025Root Financial Partners LLC12,418$1.21M0.1%+46.4%0.118%
8/11/2025Bell Investment Advisors Inc37,108$3.62M0.6%+2,783.3%0.353%
8/8/2025Cetera Investment Advisers225,420$22.00M0.0%+10,448.4%2.143%
8/8/2025Creative Planning52,635$5.14M0.0%+230.8%0.500%
8/8/2025Meridian Wealth Management LLC5,375$525K0.0%+9.6%0.051%
8/7/2025Allworth Financial LP3,903$381K0.0%+390,200.0%0.037%
8/7/2025Brio Consultants LLC59,384$5.80M0.8%+12.2%0.564%
7/31/2025Ndwm LLC24,955$2.44M1.8%N/A0.237%
7/31/2025Focus Partners Advisor Solutions LLC39,000$3.81M0.1%N/A0.371%
7/30/2025Retirement Planning Group LLC6,626$647K0.0%-29.7%0.063%
7/29/2025FLC Capital Advisors20,258$1.98M0.4%-2.7%0.193%
7/25/2025Concurrent Investment Advisors LLC14,898$1.45M0.0%+5.3%0.142%
7/24/2025NavPoint Financial Inc.3,207$313K0.2%N/A0.030%
7/23/2025Joel Isaacson & Co. LLC2,675$261K0.0%N/A0.025%
7/23/2025SteelPeak Wealth LLC22,245$2.17M0.1%-18.8%0.211%
7/18/2025First Pacific Financial1,547$151K0.0%N/A0.015%
7/17/2025Eclectic Associates Inc. ADV53,092$5.18M1.1%+56.0%0.505%
7/17/2025Elser Financial Planning Inc3,890$377K0.0%N/A0.037%
7/17/2025Albion Financial Group UT625$61K0.0%+47.1%0.006%
7/17/2025Luminvest Wealth Management LLC11,904$1.16M0.4%N/A0.113%
7/16/2025Paragon Capital Management Ltd2,064$201K0.0%N/A0.020%
7/16/2025Blue Oak Capital LLC19,091$1.86M1.0%+8.1%0.181%
7/14/2025Sweeney & Michel LLC5,176$502K0.2%+57.6%0.049%
7/10/2025Hurlow Wealth Management Group Inc.3,011$294K0.1%N/A0.029%
7/10/2025Wedmont Private Capital70,763$6.89M0.3%+5.4%0.673%
7/10/2025Financial Management Network Inc.20,844$2.03M0.4%-28.1%0.198%
7/9/2025Keystone Wealth Services LLC5,500$537K0.1%-2.6%0.052%
7/9/2025Catalyst Private Wealth LLC2,465$241K0.1%N/A0.023%
6/6/2025Blue 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%
(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, 79 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), Wedmont Private Capital ($6.89M), Brio Consultants LLC ($5.80M), and Eclectic Associates Inc. ADV ($5.18M).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 78 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), Corient Private Wealth LLC ($119.09K), Captrust Financial Advisors ($84.98K), 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 5,436,092 shares in the last 24 months. This purchase volume represents approximately $536.36M 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.



This page (NYSEARCA:VTEC) was last updated on 10/5/2025 by MarketBeat.com Staff
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