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

$96.89 +0.10 (+0.10%)
As of 04/25/2025 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)
50
Total
Institutional Inflows
(last 12 months)
$250.51M
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

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
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%
2/18/2025JDM 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%
2/6/2025 Keystone Wealth Services LLC3,755$374K0.1%+6.4%0.578%
2/6/2025Jones Financial Companies Lllp3,597$358K0.0%N/A0.553%
2/3/2025Financial 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%
1/28/2025 Golden 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%
1/21/2025 Eclectic Associates Inc. ADV15,295$1.52M0.5%N/A2.353%
1/17/2025 Albion Financial Group UT425$42K0.0%N/A0.065%
The Trump Dump is starting; Get out of stocks now? (Ad)

The first 365 days of the Trump presidency… Will be the best time to get rich in American history.

If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a
1/16/2025 Aspiriant 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%
1/15/2025 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%
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%
10/28/2024 TPG 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%
10/10/2024 Paragon Capital Management Ltd6,278$636K0.1%N/A0.966%
10/9/2024 Wedmont Private Capital55,731$5.61M0.3%+9.3%8.574%
10/8/2024Atomi 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%
8/13/2024 TPG 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%
7/10/2024 Sweeney & Michel LLC2,016$201K0.1%N/A0.310%
7/10/2024 CVA Family Office LLC320$32K0.0%N/A0.049%
5/2/2024Blume 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, 51 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 ($6.44M), Captrust Financial Advisors ($4.88M), Eclectic Associates Inc. ADV ($3.35M), and Financial Management Network Inc. ($3.22M).Learn more on VTEC's institutional investors.

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

Of the 50 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), Eclectic Associates Inc. ADV ($34.04K), Wedmont Private Capital ($32.54K), and Raymond James Financial Inc. ($31.79K).

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

Institutional investors have bought a total of 2,510,914 shares in the last 24 months. This purchase volume represents approximately $250.51M 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 4/27/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | 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
Get Your Bank Account “Fed Invasion” Ready 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
"I'm risking my reputation on this"
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Gold Hits New Highs as Global Markets Spiral
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
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Trump’s tariffs just split the AI market in two
Trump’s tariff just split the AI market – among others – in two. One group of AI companies—the ones relying...
Traders Agency | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored