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

$97.06 +0.15 (+0.15%)
As of 11:11 AM 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)
57
Total
Institutional Inflows
(last 12 months)
$305.26M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$21.66M
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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
7/10/2025 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%
6/6/2025Blue 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%
5/7/2025 Financial 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%
4/17/2025 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%
4/10/2025Retirement 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%
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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%
2/6/2025 Keystone Wealth Services LLC3,755$374K0.1%+6.4%0.578%
2/6/2025Jones 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%
1/29/2025Luminvest 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%
1/23/2025SteelPeak Wealth LLC27,394$2.73M0.1%N/A4.214%
1/21/2025Eclectic Associates Inc. ADV15,295$1.52M0.5%N/A2.353%
1/17/2025Albion Financial Group UT425$42K0.0%N/A0.065%
1/16/2025Aspiriant LLC2,470$246K0.0%N/A0.380%
1/16/2025FLC Capital Advisors17,754$1.77M0.4%+1.0%2.731%
1/16/2025Diversify Advisory Services LLC9,063$896K0.0%-31.9%1.394%
1/15/2025Ameritas Advisory Services LLC2,500$249K0.0%N/A0.385%
1/13/2025 Wedmont Private Capital55,214$5.46M0.3%-0.9%8.494%
11/15/2024Jane Street Group LLC62,184$6.30M0.0%+697.2%9.567%
11/14/2024Flow Traders U.S. LLC17,069$1.73M0.1%N/A2.626%
11/14/2024Captrust Financial Advisors5,291$536K0.0%+97.1%0.814%
11/12/2024Larson Financial Group LLC1,000$101K0.0%N/A0.154%
11/12/2024Meridian Wealth Management LLC4,555$462K0.0%N/A0.701%
11/12/2024Charles Schwab Investment Management Inc.229,313$23.25M0.0%N/A35.279%
11/4/2024Core Wealth Partners LLC2,639$268K0.2%N/A0.406%
10/28/2024TPG Advisors LLC4,006$406K0.3%+60.1%0.616%
10/25/2024Diversify 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%
10/16/2024FLC Capital Advisors17,578$1.78M0.4%+5.0%2.704%
10/11/2024Creative Planning10,919$1.11M0.0%+206.5%1.680%
10/10/2024Paragon Capital Management Ltd6,278$636K0.1%N/A0.966%
10/9/2024 Wedmont Private Capital55,731$5.61M0.3%+9.3%8.574%
10/8/2024Atomi Financial Group Inc.1,996$202K0.0%N/A0.307%
8/16/2024Creative Planning3,563$354K0.0%+11.3%0.548%
8/14/2024Bridgewealth Advisory Group LLC4,914$488K0.2%N/A0.756%
8/13/2024TPG Advisors LLC2,502$249K0.2%N/A0.385%
8/6/2024Opes Wealth Management LLC5,650$562K0.1%N/A0.869%
7/31/2024Commonwealth Equity Services LLC3,405$338K0.0%N/A0.524%
7/30/2024Values Added Financial LLC7,298$725K0.5%N/A1.123%
7/16/2024 Wedmont Private Capital50,988$5.10M0.3%+45.1%7.844%
7/16/2024FLC Capital Advisors16,746$1.67M0.4%N/A2.576%
7/13/2024 Keystone Wealth Services LLC3,515$349K0.1%N/A0.541%
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7/10/2024Sweeney & Michel LLC2,016$201K0.1%N/A0.310%
7/10/2024CVA Family Office LLC320$32K0.0%N/A0.049%
5/2/2024Blume 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, 60 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 ($6.89M), 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 59 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), Wedmont Private Capital ($36.15K), and Eclectic Associates Inc. ADV ($34.04K).

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

Institutional investors have bought a total of 3,067,474 shares in the last 24 months. This purchase volume represents approximately $305.26M in transactions.

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

Of the 9 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 ($144.57K), OLD Mission Capital LLC ($53.77K), Financial Management Network Inc. ($11.37K), Diversify Advisory Services LLC ($4.24K), 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 220,109 shares in the last 24 months. This volume of shares sold represents approximately $21.66M in transactions.


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This page (NYSEARCA:VTEC) was last updated on 7/14/2025 by MarketBeat.com Staff
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