Vanguard California Tax-Exempt Bond ETF (VTEC) Institutional Ownership $98.98 +0.21 (+0.21%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendOwnership Institutional Ownership Changes (13F Filings) for Vanguard California Tax-Exempt Bond ETF (NYSEARCA:VTEC)Number ofInstitutional Buyers(last 12 months)27TotalInstitutional Inflows(last 12 months)$44.60MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$473.21K 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. Email Address Skip Chart & View Institutional Buying and Selling Data VTEC Institutional Buying and Selling by Quarter Vanguard California Tax-Exempt Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/21/2025Eclectic Associates Inc. ADV15,295$1.52M0.5%N/A2.353% 1/17/2025 Albion Financial Group UT425$42K0.0%N/A0.065% 1/16/2025 Aspiriant LLC2,470$246K0.0%N/A0.380% 1/16/2025 FLC Capital Advisors17,754$1.77M0.4%+1.0%2.731% 1/16/2025 Diversify Advisory Services LLC9,063$896K0.0%-31.9%1.394% 1/15/2025 Ameritas 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% Get the Latest News and Ratings for VTEC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Vanguard California Tax-Exempt Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 10/25/2024 Diversify 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% 10/16/2024 FLC Capital Advisors17,578$1.78M0.4%+5.0%2.704% 10/11/2024Creative 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% 8/16/2024Creative 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% 7/16/2024 FLC 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% 7/10/2024 CVA 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, 27 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 ($5.46M), Financial Management Network Inc. ($1.85M), FLC Capital Advisors ($1.77M), Flow Traders U.S. LLC ($1.73M), and Eclectic Associates Inc. ADV ($1.52M).Learn more on VTEC's institutional investors. Which institutional investors have been buying Vanguard California Tax-Exempt Bond ETF stock? Of the 27 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 ($17.75K), Flow Traders U.S. LLC ($17.07K), Eclectic Associates Inc. ADV ($15.30K), and Diversify Advisory Services LLC ($13.30K). How much institutional buying is happening at Vanguard California Tax-Exempt Bond ETF? Institutional investors have bought a total of 441,535 shares in the last 24 months. This purchase volume represents approximately $44.60M 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), 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 4,754 shares in the last 24 months. This volume of shares sold represents approximately $473.21K in transactions. 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