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

$97.55 +0.39 (+0.40%)
As of 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)
71
Total
Institutional Inflows
(last 12 months)
$531.92M
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
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%
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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%
5/19/2025 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%
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%
2/7/2025 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
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%
(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, 77 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 76 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 5,390,679 shares in the last 24 months. This purchase volume represents approximately $531.92M 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.


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This page (NYSEARCA:VTEC) was last updated on 8/22/2025 by MarketBeat.com Staff
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