Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q2 2026 (June 30)212holders +36
49new positions
16sold out
3famous investors
$100.57avg. 13F price*
At the end of Q2 2026, 212 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 36 from Q1 2026. 49 opened new positions and 16 sold out. The largest holders were Charles Schwab Investment Management Inc. ($420.7M), Composition Wealth, LLC ($63.8M) and Bank of America Corp. ($42.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Vanguard Ca Tax-Ex Bond
- CUSIP
- 922021605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $51.3M |
| Exits | 16 | $19.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,354,047 shares bought and 569,467 shares sold, net +784,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -5.7% | 4,181,993 | $420.7M |
| Composition Wealth, LLC | 0.75% | Reduce -0.4% | 633,969 | $63.8M |
| Bank of America Corp. | 0.00% | Add +24.9% | 420,883 | $42.3M |
| Cetera Investment Advisers | 0.02% | Add +4.2% | 263,318 | $26.5M |
| Wedmont Private Capital | 0.67% | Add +25.4% | 244,141 | $24.4M |
| Captrust Financial Advisors | 0.04% | Add +12.2% | 235,300 | $23.7M |
| Guggenheim Capital LLC | 0.15% | Add +27.2% | 227,332 | $22.9M |
| Morgan Stanley | 0.00% | Add +6233.4% | 219,452 | $22.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 189,536 | $19.1M |
| Pasadena Private Wealth, LLC | 1.82% | Add +1.3% | 140,810 | $14.2M |
| Manhattan West Asset Management, LLC | 2.31% | Add +457.8% | 137,411 | $13.8M |
| MAI Capital Management | 0.04% | New | 95,428 | $9.6M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -0.3% | 92,114 | $9.3M |
| Corient Private Wealth LP | 0.01% | Add +40.4% | 91,669 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +43.1% | 85,654 | $8.6M |
| Eclectic Associates Inc. | 0.90% | Add +22.3% | 78,851 | $7.9M |
| Creative Planning | 0.00% | Add +8.2% | 69,671 | $7.0M |
| Brio Consultants, LLC | 0.69% | Add +2.1% | 58,901 | $5.9M |
| Ballast Rock Private Wealth LLC | 2.33% | Add +0.8% | 50,048 | $5.0M |
| Altiora Financial Group, LLC | 0.79% | No change | 50,000 | $5.0M |
| PFG Advisors | 0.25% | Add +2.3% | 48,855 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.6% | 47,768 | $4.8M |
| Bell Investment Advisors, Inc | 0.69% | Add +1.3% | 46,838 | $4.7M |
| Vise Technologies, Inc. | 0.05% | Add +76.0% | 44,658 | $4.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -21.6% | 43,500 | $4.4M |
| NDWM LLC | 2.56% | Add +3.5% | 43,280 | $4.4M |
| Bernzott Capital Advisors | 1.72% | Add +41.3% | 42,692 | $4.3M |
| Fort Point Capital Partners LLC | 0.45% | Add +65.5% | 41,652 | $4.2M |
| Gotham Asset Management | 0.01% | No change | 39,612 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | New | 37,566 | $3.8M |
| Osaic Holdings, Inc. | 0.00% | Add +82.3% | 36,518 | $3.7M |
| Joel Isaacson & Co., LLC | 0.11% | Add +49.6% | 36,450 | $3.7M |
| Luminvest Wealth Management LLC | 0.83% | Reduce -22.5% | 35,370 | $3.6M |
| DeLarme Wealth Management, Inc. | 1.90% | Add +25.8% | 32,557 | $3.3M |
| Root Financial Partners, LLC | 0.12% | Reduce -12.0% | 31,614 | $3.2M |
| Wedbush Securities Inc. | 0.08% | Add +11.4% | 29,276 | $2.9M |
| Three Arch Wealth Management LLC | 0.45% | New | 29,203 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 29,186 | $2.9M |
| FLC Capital Advisors | 0.47% | Add +8.9% | 28,339 | $2.9M |
| Natixis Advisors, LLC | 0.00% | New | 27,674 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.6% | 26,627 | $2.7M |
| Burton Enright Welch | 0.31% | Add +33.5% | 26,470 | $2.7M |
| Financial Management Network Inc. | 0.36% | Add +9.0% | 25,044 | $2.5M |
| Evolve Private Wealth, LLC | 0.15% | Add +7.0% | 24,183 | $2.4M |
| Apella Capital, LLC | 0.03% | Add +42.7% | 24,267 | $2.4M |
| Entruity Wealth, LLC | 1.50% | New | 23,081 | $2.3M |
| FF Advisors,LLC | 0.87% | No change | 22,979 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +16.1% | 22,891 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +476.5% | 21,493 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 20,834 | $2.1M |
| Bailard, Inc. | 0.04% | New | 20,690 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Add +57.2% | 19,564 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 19,806 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -0.7% | 19,806 | $2.0M |
| Satovsky Asset Management LLC | 0.31% | New | 19,287 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.08% | New | 19,268 | $1.9M |
| Wrapmanager Inc. | 0.60% | New | 19,200 | $1.9M |
| Platt Wealth Management LLC | 1.54% | Add +56.7% | 19,021 | $1.9M |
| Manchester Capital Management LLC | 0.24% | New | 18,000 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -48.6% | 17,116 | $1.7M |
| Freestone Capital Holdings, LLC | 0.04% | Add +16.0% | 16,704 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +0.6% | 16,378 | $1.6M |
| Burling Wealth Partners, LLC | 0.23% | New | 15,556 | $1.6M |
| Ducere Wealth Management LLC | 0.46% | Add +0.8% | 15,212 | $1.5M |
| Focus Partners Wealth | 0.00% | New | 15,194 | $1.5M |
| Savvy Advisors, Inc. | 0.03% | Add +3.4% | 15,046 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.6% | 14,934 | $1.5M |
| Elequin Capital, LP | 0.23% | Add +38.9% | 13,497 | $1.4M |
| Values Added Financial LLC | 0.48% | Add +9.7% | 13,149 | $1.3M |
| Ariston Services Group | 0.72% | Add +0.0% | 13,025 | $1.3M |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +40.9% | 12,680 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 12,657 | $1.3M |
| EP Wealth Advisors, LLC | 0.00% | Add +2.7% | 12,427 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +102.5% | 12,011 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | No change | 11,725 | $1.2M |
| Van Strum & Towne Inc. | 0.32% | Add +52.3% | 11,650 | $1.2M |
| North Berkeley Wealth Management, LLC | 0.46% | Add +35.5% | 11,276 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +9.2% | 11,067 | $1.1M |
| Geometric Wealth Advisors | 0.12% | Add +0.8% | 10,780 | $1.1M |
| Raub Brock Capital Management LP | 0.28% | New | 10,105 | $1.0M |
| Grant Street Asset Management, Inc. | 0.17% | New | 10,063 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 9,489 | $955K |
| Sweeney & Michel, LLC | 0.25% | Add +12.1% | 9,476 | $939K |
| Crux Wealth Advisors | 0.32% | New | 9,274 | $933K |
| Cresset Asset Management, LLC | 0.00% | New | 8,754 | $881K |
| AQR Capital Management | 0.00% | No change | 8,685 | $874K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.8% | 8,104 | $815K |
| Integrated Advisors Network LLC | 0.04% | Reduce -81.6% | 7,971 | $802K |
| Prospect Financial Group LLC | 0.63% | New | 7,784 | $783K |
| Sanctuary Advisors, LLC | 0.00% | Add +129.0% | 7,491 | $754K |
| Cerity Partners LLC | 0.00% | Add +43.0% | 7,403 | $745K |
| Catalyst Private Wealth, LLC | 0.36% | Reduce -22.0% | 7,392 | $744K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.1% | 7,051 | $709K |
| Integrated Wealth Concepts LLC | 0.00% | Add +29.4% | 7,034 | $708K |
| Vanguard National Trust Co | 0.04% | No change | 7,023 | $707K |
| WorthPointe, LLC | 0.18% | New | 6,970 | $701K |
| Stonebridge Financial Group, LLC | 0.10% | — | 6,916 | $695K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 6,830 | $687K |
| SteelPeak Wealth, LLC | 0.02% | No change | 6,657 | $670K |
| NavPoint Financial, Inc. | 0.24% | Add +15.2% | 6,445 | $648K |
"% of holder's portfolio" is VTEC's weight in each manager's 13F, not the share of Vanguard Ca Tax-Ex Bond the manager owns.