Vanguard Ca Tax-Ex BondVTECETF

13F holders, Q2 2024 (June 30)
26holders +17
18new positions
2sold out
$99.57avg. 13F price*

At the end of Q2 2024, 26 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 17 from Q1 2024. 18 opened new positions and 2 sold out. The largest holders were Wedmont Private Capital ($5.1M), Old Mission Capital LLC ($3.1M) and FLC Capital Advisors ($1.7M).

Company
Vanguard Ca Tax-Ex Bond
CUSIP
922021605
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 9Q1 2024Q2 2024: 26Q2 2024Q3 2024: 42Q3 2024Q4 2024: 59Q4 2024Q1 2025: 63Q1 2025Q2 2025: 80Q2 2025Q3 2025: 122Q3 2025Q4 2025: 148Q4 2025Q1 2026: 176Q1 2026Q2 2026: 212Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions18$10.9M
Exits2$1.2M

All 13F filers, Q1 2024 → Q2 2024: 128,111 shares bought and 43,506 shares sold, net +84,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders
Wedmont Private Capital 0.32% Add +45.1% 50,988 $5.1M
Old Mission Capital LLC 0.08% New 30,813 $3.1M
FLC Capital Advisors 0.41% New 16,746 $1.7M
Financial Management Network Inc. 0.27% New 11,299 $1.1M
Jane Street Group, LLC 0.00% Reduce -59.0% 7,800 $775K
Values Added Financial LLC 0.52% New 7,298 $725K
Joel Isaacson & Co., LLC 0.04% New 7,021 $698K
Opes Wealth Management LLC 0.12% New 5,650 $562K
Beacon Pointe Advisors, LLC 0.01% New 5,522 $549K
Royal Bank of Canada 0.00% Reduce -80.0% 5,000 $497K
Bridgewealth Advisory Group, LLC 0.22% New 4,914 $488K
Creative Planning 0.00% Add +11.3% 3,563 $354K
Keystone Wealth Services, LLC 0.11% New 3,515 $349K
Blume Capital Management, Inc. 0.08% No change 3,500 $348K
Commonwealth Equity Services, LLC 0.00% New 3,405 $338K
JDM Financial Group LLC 0.20% New 3,031 $301K
NewEdge Advisors, LLC 0.00% New 2,845 $283K
Captrust Financial Advisors 0.00% New 2,684 $267K
Raymond James & Associates 0.00% New 2,573 $256K
TPG Advisors LLC 0.21% — 2,502 $249K
Osaic Holdings, Inc. 0.00% Add +8616.7% 2,092 $208K
Sweeney & Michel, LLC 0.09% New 2,016 $201K
CVA Family Office, LLC 0.01% New 320 $32K
Financial Connections Group, Inc. 0.01% New 103 $10K
Bell Investment Advisors, Inc 0.00% New 69 $7K
Allworth Financial LP 0.00% No change 1 $100

"% 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.