Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q3 2024 (September 30)42holders +16
18new positions
2sold out
$101.27avg. 13F price*
At the end of Q3 2024, 42 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 16 from Q2 2024. 18 opened new positions and 2 sold out. The largest holders were Charles Schwab Investment Management Inc. ($23.2M), Jane Street Group, LLC ($6.3M) and Wedmont Private Capital ($5.6M).
- Company
- Vanguard Ca Tax-Ex Bond
- CUSIP
- 922021605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $33.8M |
| Exits | 2 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 445,108 shares bought and 31,916 shares sold, net +413,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Charles Schwab Investment Management Inc. | 0.00% | New | 229,313 | $23.2M |
| Jane Street Group, LLC | 0.01% | Add +697.2% | 62,184 | $6.3M |
| Wedmont Private Capital | 0.32% | Add +9.3% | 55,731 | $5.6M |
| Financial Management Network Inc. | 0.39% | Add +62.0% | 18,307 | $1.8M |
| FLC Capital Advisors | 0.41% | Add +5.0% | 17,578 | $1.8M |
| Fort Point Capital Partners LLC | 0.22% | New | 17,218 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +404.6% | 17,180 | $1.7M |
| Flow Traders U.S. LLC | 0.09% | New | 17,069 | $1.7M |
| Raymond James & Associates | 0.00% | Add +459.5% | 14,397 | $1.5M |
| Diversify Advisory Services, LLC | 0.07% | New | 13,300 | $1.3M |
| Creative Planning | 0.00% | Add +206.5% | 10,919 | $1.1M |
| Wedbush Securities Inc. | 0.04% | New | 10,299 | $1.0M |
| Beverly Hills Private Wealth, LLC | 0.21% | New | 10,283 | $1.0M |
| Bridgewealth Advisory Group, LLC | 0.32% | Add +78.3% | 8,763 | $888K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +53.4% | 8,468 | $858K |
| Values Added Financial LLC | 0.47% | No change | 7,298 | $740K |
| Joel Isaacson & Co., LLC | 0.03% | Add +1.3% | 7,114 | $721K |
| Paragon Capital Management Ltd | 0.13% | New | 6,278 | $636K |
| Root Financial Partners, LLC | 0.10% | New | 6,000 | $608K |
| Opes Wealth Management LLC | 0.11% | No change | 5,650 | $573K |
| Royal Bank of Canada | 0.00% | Add +10.0% | 5,500 | $558K |
| Captrust Financial Advisors | 0.00% | Add +97.1% | 5,291 | $536K |
| LPL Financial LLC | 0.00% | New | 4,702 | $477K |
| Meridian Wealth Management, LLC | 0.02% | New | 4,555 | $462K |
| TPG Advisors LLC | 0.32% | Add +60.1% | 4,006 | $406K |
| Keystone Wealth Services, LLC | 0.10% | Add +0.4% | 3,530 | $358K |
| Tolleson Wealth Management, Inc. | 0.06% | New | 3,300 | $335K |
| JDM Financial Group LLC | 0.17% | No change | 3,031 | $307K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,845 | $288K |
| Core Wealth Partners LLC | 0.16% | New | 2,639 | $268K |
| Blume Capital Management, Inc. | 0.06% | Reduce -28.6% | 2,500 | $253K |
| Burton Enright Welch | 0.05% | New | 2,396 | $243K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,284 | $232K |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 2,122 | $215K |
| Sweeney & Michel, LLC | 0.08% | Add +0.7% | 2,030 | $205K |
| Compound Planning, Inc. | 0.01% | New | 1,996 | $202K |
| Larson Financial Group LLC | 0.01% | New | 1,000 | $101K |
| Bank of America Corp. | 0.00% | New | 950 | $96K |
| CVA Family Office, LLC | 0.01% | Add +4.4% | 334 | $34K |
| Bell Investment Advisors, Inc | 0.00% | Add +44.9% | 100 | $10K |
| Allworth Financial LP | 0.00% | No change | 1 | $102 |
| FMR LLC | 0.00% | New | 1 | $101 |
"% 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.