Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q4 2024 (December 31)59holders +17
20new positions
5sold out
1famous investor
$99.52avg. 13F price*
At the end of Q4 2024, 59 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 17 from Q3 2024. 20 opened new positions and 5 sold out. The largest holders were Charles Schwab Investment Management Inc. ($179.3M), Jane Street Group, LLC ($19.2M) and Old Mission Capital LLC ($6.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Ca Tax-Ex Bond
- CUSIP
- 922021605
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $21.3M |
| Exits | 5 | $3.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,025,463 shares bought and 43,185 shares sold, net +1,982,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Charles Schwab Investment Management Inc. | 0.03% | Add +685.7% | 1,801,709 | $179.3M |
| Jane Street Group, LLC | 0.03% | Add +209.8% | 192,661 | $19.2M |
| Old Mission Capital LLC | 0.16% | New | 67,867 | $6.8M |
| Wedmont Private Capital | 0.29% | Reduce -0.9% | 55,214 | $5.5M |
| Captrust Financial Advisors | 0.01% | Add +826.1% | 48,999 | $4.9M |
| Financial Management Network Inc. | 0.67% | Add +76.0% | 32,216 | $3.2M |
| Bank of America Corp. | 0.00% | Add +3246.6% | 31,793 | $3.2M |
| SteelPeak Wealth, LLC | 0.11% | New | 27,394 | $2.7M |
| PFG Advisors | 0.16% | New | 26,531 | $2.6M |
| Elequin Capital, LP | 0.31% | New | 19,991 | $2.0M |
| FLC Capital Advisors | 0.41% | Add +1.0% | 17,754 | $1.8M |
| Fort Point Capital Partners LLC | 0.19% | Add +0.8% | 17,361 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 16,191 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 15,896 | $1.6M |
| Creative Planning | 0.00% | Add +42.8% | 15,594 | $1.6M |
| Eclectic Associates Inc. | 0.45% | New | 15,295 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +31.2% | 13,512 | $1.3M |
| Bridgewealth Advisory Group, LLC | 0.33% | Add +34.5% | 11,787 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.9% | 10,072 | $1.0M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -31.9% | 9,063 | $896K |
| HRT Financial LP | 0.00% | New | 8,485 | $844K |
| Brio Consultants, LLC | 0.13% | New | 8,457 | $842K |
| North Berkeley Wealth Management, LLC | 0.84% | — | 8,322 | $828K |
| Ariston Services Group | 0.70% | New | 8,117 | $808K |
| LPL Financial LLC | 0.00% | Add +66.7% | 7,838 | $780K |
| Values Added Financial LLC | 0.42% | No change | 7,298 | $726K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.9% | 7,178 | $715K |
| Root Financial Partners, LLC | 0.07% | Add +0.0% | 6,002 | $597K |
| Opes Wealth Management LLC | 0.12% | No change | 5,650 | $562K |
| Burton Enright Welch | 0.12% | Add +132.9% | 5,581 | $556K |
| Royal Bank of Canada | 0.00% | No change | 5,500 | $547K |
| Susquehanna International Group, LLP | 0.00% | New | 5,015 | $499K |
| Meridian Wealth Management, LLC | 0.02% | Add +7.7% | 4,905 | $488K |
| Elevation Wealth Partners, LLC | 0.18% | New | 4,336 | $432K |
| Citadel Advisors | 0.00% | New | 4,261 | $424K |
| Nautilus Advisors LLC | 0.32% | — | 4,015 | $400K |
| TPG Advisors LLC | 0.31% | No change | 4,006 | $399K |
| Keystone Wealth Services, LLC | 0.10% | Add +6.4% | 3,755 | $374K |
| Luminvest Wealth Management LLC | 0.15% | New | 3,717 | $370K |
| Jones Financial Companies LLLP | 0.00% | New | 3,597 | $358K |
| NewEdge Advisors, LLC | 0.00% | Add +18.2% | 3,363 | $335K |
| Tolleson Wealth Management, Inc. | 0.07% | No change | 3,300 | $328K |
| Evoke Wealth, LLC | 0.01% | New | 3,023 | $301K |
| Core Wealth Partners LLC | 0.15% | No change | 2,639 | $263K |
| Blume Capital Management, Inc. | 0.06% | No change | 2,500 | $249K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,500 | $249K |
| Aspiriant, LLC | 0.01% | New | 2,470 | $246K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,284 | $227K |
| Compass Advisory Group LLC | 0.08% | New | 2,243 | $223K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 2,159 | $215K |
| JDM Financial Group LLC | 0.06% | Reduce -59.9% | 1,216 | $121K |
| Larson Financial Group LLC | 0.01% | No change | 1,000 | $100K |
| Golden State Wealth Management, LLC | 0.01% | — | 505 | $50K |
| Albion Financial Group | 0.00% | New | 425 | $42K |
| CVA Family Office, LLC | 0.01% | No change | 334 | $33K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.0% | 101 | $10K |
| Morgan Stanley | 0.00% | New | 33 | $3K |
| Spire Wealth Management | 0.00% | New | 20 | $2K |
| 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.