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

$99.56 +0.32 (+0.32%)
(As of 12/20/2024 04:34 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$42.52M
Number of
Institutional Sellers
(last 12 months)
0
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VTEC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/12/2024Larson 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%
7/31/2024Commonwealth 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, 23 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. ($23.25M), Jane Street Group LLC ($6.30M), Wedmont Private Capital ($5.61M), Financial Management Network Inc. ($1.85M), FLC Capital Advisors ($1.78M), Flow Traders U.S. LLC ($1.73M), and Diversify Advisory Services LLC ($1.33M).Learn more on VTEC's institutional investors.

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

Of the 23 institutional investors that purchased Vanguard California Tax-Exempt Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($229.31K), Jane Street Group LLC ($54.38K), Wedmont Private Capital ($20.60K), FLC Capital Advisors ($17.58K), Flow Traders U.S. LLC ($17.07K), Diversify Advisory Services LLC ($13.30K), and Creative Planning ($7.72K).

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

Institutional investors have bought a total of 420,669 shares in the last 24 months. This purchase volume represents approximately $42.52M in transactions.



This page (NYSEARCA:VTEC) was last updated on 12/22/2024 by MarketBeat.com Staff
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