Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy VTEC Stock  Free VTEC Stock Alerts

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

$98.64 -0.29 (-0.29%)
As of 04/4/2025 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)
44
Total
Institutional Inflows
(last 12 months)
$244.45M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$752.32K
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.

Skip Chart & View Institutional Buying and Selling Data

VTEC Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
1/13/2025Wedmont 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%
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
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%
10/23/2024Financial 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%
10/9/2024Wedmont 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%
7/16/2024Wedmont Private Capital50,988$5.10M0.3%+45.1%7.844%
7/16/2024FLC Capital Advisors16,746$1.67M0.4%N/A2.576%
7/13/2024Keystone Wealth Services LLC3,515$349K0.1%N/A0.541%
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)

Remove Ads

VTEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VTEC shares?

During the previous two years, 45 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. ($179.34M), Jane Street Group LLC ($19.18M), OLD Mission Capital LLC ($6.76M), Wedmont Private Capital ($5.46M), Captrust Financial Advisors ($4.88M), Financial Management Network Inc. ($3.22M), and Bank of America Corp DE ($3.17M).Learn more on VTEC's institutional investors.

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

Of the 44 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. ($1.80M), Jane Street Group LLC ($184.86K), OLD Mission Capital LLC ($67.87K), Captrust Financial Advisors ($46.32K), Raymond James Financial Inc. ($31.79K), Bank of America Corp DE ($30.84K), and SteelPeak Wealth LLC ($27.39K).

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

Institutional investors have bought a total of 2,449,295 shares in the last 24 months. This purchase volume represents approximately $244.45M in transactions.

Which Vanguard California Tax-Exempt Bond ETF 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: Diversify Advisory Services LLC ($4.24K), JDM Financial Group LLC ($1.82K), Commonwealth Equity Services LLC ($989.00), and Wedmont Private Capital ($517.00).

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

Institutional investors have sold a total of 7,558 shares in the last 24 months. This volume of shares sold represents approximately $752.32K in transactions.


Related Companies

This page (NYSEARCA:VTEC) was last updated on 4/5/2025 by MarketBeat.com Staff
From Our Partners
Feds Just Admitted It—They Can Take Your Cash
The Government Just Said Your Money Isn't Yours That's right—According to the DOJ, YOUR hard-earned money i...
Priority Gold | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored
Trump’s Final Plan
Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’...
Porter & Company | Sponsored
All Signs Point To Collapse - 401(k)s/IRAs /Are Doomed
Retiring? Not so Fast..Hold Onto Your Bootstraps For A Long Road Ahead
American Hartford Gold | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored