Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q1 2025 (March 31)63holders +4
14new positions
11sold out
2famous investors
$98.32avg. 13F price*
At the end of Q1 2025, 63 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 4 from Q4 2024. 14 opened new positions and 11 sold out. The largest holders were Charles Schwab Investment Management Inc. ($222.6M), Captrust Financial Advisors ($11.4M) and Bank of America Corp. ($7.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.1M |
| Exits | 11 | $5.7M |
All 13F filers, Q4 2024 → Q1 2025: 851,594 shares bought and 267,004 shares sold, net +584,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Charles Schwab Investment Management Inc. | 0.04% | Add +25.6% | 2,262,138 | $222.6M |
| Captrust Financial Advisors | 0.03% | Add +135.8% | 115,548 | $11.4M |
| Bank of America Corp. | 0.00% | Add +140.9% | 76,597 | $7.5M |
| Wedmont Private Capital | 0.33% | Add +21.6% | 67,149 | $6.4M |
| Brio Consultants, LLC | 0.82% | Add +525.9% | 52,929 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -75.0% | 48,095 | $4.7M |
| PFG Advisors | 0.22% | Add +49.5% | 39,657 | $3.9M |
| Gotham Asset Management | 0.03% | New | 39,612 | $3.9M |
| Eclectic Associates Inc. | 0.90% | Add +122.5% | 34,039 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +438.1% | 29,596 | $2.9M |
| Financial Management Network Inc. | 0.63% | Reduce -10.0% | 28,987 | $2.8M |
| SteelPeak Wealth, LLC | 0.11% | No change | 27,394 | $2.7M |
| Elequin Capital, LP | 0.57% | Add +10.5% | 22,096 | $2.2M |
| Evoke Wealth, LLC | 0.05% | Add +594.5% | 20,995 | $2.1M |
| FLC Capital Advisors | 0.46% | Add +17.3% | 20,821 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +18.1% | 18,765 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.9% | 17,801 | $1.8M |
| Blue Oak Capital, LLC | 0.96% | New | 17,665 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | New | 17,605 | $1.7M |
| Fort Point Capital Partners LLC | 0.19% | Add +0.5% | 17,448 | $1.7M |
| Creative Planning | 0.00% | Add +2.0% | 15,912 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | New | 14,147 | $1.4M |
| Old Mission Capital LLC | 0.03% | Reduce -79.2% | 14,097 | $1.4M |
| Wedbush Securities Inc. | 0.05% | No change | 13,512 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +183.0% | 10,178 | $1.0M |
| Retirement Planning Group, LLC | 0.04% | New | 9,426 | $927K |
| LPL Financial LLC | 0.00% | Add +13.3% | 8,879 | $874K |
| Root Financial Partners, LLC | 0.09% | Add +41.3% | 8,482 | $835K |
| North Berkeley Wealth Management, LLC | 0.85% | No change | 8,322 | $819K |
| Burton Enright Welch | 0.16% | Add +41.1% | 7,876 | $775K |
| Values Added Financial LLC | 0.40% | No change | 7,298 | $718K |
| Opes Wealth Management LLC | 0.11% | No change | 5,650 | $556K |
| Keystone Wealth Services, LLC | 0.15% | Add +50.4% | 5,647 | $556K |
| Ariston Services Group | 0.45% | Reduce -33.2% | 5,421 | $533K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,045 | $496K |
| Meridian Wealth Management, LLC | 0.02% | No change | 4,905 | $483K |
| Elevation Wealth Partners, LLC | 0.19% | Add +0.6% | 4,360 | $429K |
| Nautilus Advisors LLC | 0.34% | Add +5.6% | 4,240 | $417K |
| AQR Capital Management | 0.00% | New | 4,236 | $417K |
| TPG Advisors LLC | 0.31% | No change | 4,006 | $394K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,363 | $331K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 3,300 | $325K |
| Sweeney & Michel, LLC | 0.14% | — | 3,284 | $314K |
| Fiduciary Financial Group, LLC | 0.07% | New | 3,108 | $301K |
| HRT Financial LP | 0.00% | Reduce -66.2% | 2,868 | $282K |
| Quantinno Capital Management LP | 0.00% | New | 2,850 | $280K |
| Climber Capital SA | 0.21% | New | 3,110 | $266K |
| Core Wealth Partners LLC | 0.15% | No change | 2,639 | $260K |
| Blume Capital Management, Inc. | 0.06% | No change | 2,500 | $246K |
| Aspiriant, LLC | 0.01% | Add +1.2% | 2,500 | $246K |
| Equita Financial Network, Inc. | 0.08% | New | 2,373 | $234K |
| Compass Advisory Group LLC | 0.08% | No change | 2,243 | $221K |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 2,161 | $213K |
| Cetera Investment Advisers | 0.00% | New | 2,137 | $210K |
| Roberts Wealth Advisors, LLC | 0.06% | New | 2,090 | $206K |
| Bell Investment Advisors, Inc | 0.02% | Add +1174.3% | 1,287 | $127K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $98K |
| Golden State Wealth Management, LLC | 0.01% | No change | 505 | $50K |
| Albion Financial Group | 0.00% | No change | 425 | $42K |
| CVA Family Office, LLC | 0.01% | No change | 334 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 251 | $25K |
| Spire Wealth Management | 0.00% | No change | 20 | $2K |
| Allworth Financial LP | 0.00% | No change | 1 | $97 |
"% 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.