Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q2 2025 (June 30)80holders +17
26new positions
10sold out
2famous investors
$97.60avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 17 from Q1 2025. 26 opened new positions and 10 sold out. The largest holders were Charles Schwab Investment Management Inc. ($378.7M), Cetera Investment Advisers ($22.0M) and Bank of America Corp. ($21.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $28.4M |
| Exits | 10 | $10.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,528,541 shares bought and 186,977 shares sold, net +2,341,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +71.5% | 3,879,597 | $378.7M |
| Cetera Investment Advisers | 0.04% | Add +10448.4% | 225,420 | $22.0M |
| Bank of America Corp. | 0.00% | Add +185.6% | 218,786 | $21.4M |
| Captrust Financial Advisors | 0.03% | Add +33.5% | 154,216 | $15.1M |
| Wedmont Private Capital | 0.29% | Add +5.4% | 70,763 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | New | 68,306 | $6.7M |
| LPL Financial LLC | 0.00% | Add +627.9% | 64,633 | $6.3M |
| Brio Consultants, LLC | 0.85% | Add +12.2% | 59,384 | $5.8M |
| Eclectic Associates Inc. | 1.13% | Add +56.0% | 53,092 | $5.2M |
| Creative Planning | 0.00% | Add +230.8% | 52,635 | $5.1M |
| Corient Private Wealth LP | 0.01% | New | 39,696 | $3.9M |
| Gotham Asset Management | 0.02% | No change | 39,612 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 39,000 | $3.8M |
| Bell Investment Advisors, Inc | 0.62% | Add +2783.3% | 37,108 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +68.0% | 29,905 | $2.9M |
| Evoke Wealth, LLC | 0.06% | Add +24.0% | 26,042 | $2.5M |
| NDWM LLC | 1.78% | New | 24,955 | $2.4M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -18.8% | 22,245 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +13.9% | 21,369 | $2.1M |
| Financial Management Network Inc. | 0.36% | Reduce -28.1% | 20,844 | $2.0M |
| FLC Capital Advisors | 0.41% | Reduce -2.7% | 20,258 | $2.0M |
| Diversify Advisory Services, LLC | 0.07% | New | 19,805 | $1.9M |
| Blue Oak Capital, LLC | 0.98% | Add +8.1% | 19,091 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.1% | 19,031 | $1.9M |
| Fort Point Capital Partners LLC | 0.18% | Add +5.9% | 18,478 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +78.7% | 18,188 | $1.8M |
| Guggenheim Capital LLC | 0.01% | New | 17,154 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.3% | 14,898 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +2.1% | 13,796 | $1.3M |
| Burton Enright Welch | 0.23% | Add +73.5% | 13,668 | $1.3M |
| Root Financial Partners, LLC | 0.12% | Add +46.4% | 12,418 | $1.2M |
| Luminvest Wealth Management LLC | 0.42% | New | 11,904 | $1.2M |
| AQR Capital Management | 0.00% | Add +119.1% | 9,281 | $906K |
| Flow Traders U.S. LLC | 0.03% | New | 8,825 | $861K |
| Jane Street Group, LLC | 0.00% | Reduce -82.2% | 8,579 | $837K |
| Sand Hill Global Advisors, LLC | 0.03% | New | 8,451 | $825K |
| North Berkeley Wealth Management, LLC | 0.75% | No change | 8,322 | $812K |
| Cerity Partners LLC | 0.00% | New | 7,195 | $702K |
| Osaic Holdings, Inc. | 0.00% | Add +225.2% | 7,027 | $686K |
| Oppenheimer & Co. Inc. | 0.01% | New | 6,792 | $663K |
| Retirement Planning Group, LLC | 0.03% | Reduce -29.7% | 6,626 | $647K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,624 | $549K |
| Keystone Wealth Services, LLC | 0.13% | Reduce -2.6% | 5,500 | $537K |
| Ariston Services Group | 0.38% | Add +0.4% | 5,444 | $531K |
| Meridian Wealth Management, LLC | 0.02% | Add +9.6% | 5,375 | $525K |
| Sweeney & Michel, LLC | 0.18% | Add +57.6% | 5,176 | $502K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 5,045 | $492K |
| Nautilus Advisors LLC | 0.31% | Add +2.4% | 4,341 | $424K |
| TPG Advisors LLC | 0.28% | No change | 4,006 | $391K |
| Allworth Financial LP | 0.00% | Add +390200.0% | 3,903 | $381K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,448 | $337K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,363 | $328K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 3,300 | $322K |
| NavPoint Financial, Inc. | 0.19% | New | 3,207 | $313K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 3,108 | $303K |
| Climber Capital SA | 0.19% | No change | 3,110 | $302K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 3,011 | $294K |
| Martin Worley Group | 0.14% | New | 2,935 | $286K |
| Quantinno Capital Management LP | 0.00% | No change | 2,850 | $278K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,675 | $261K |
| Core Wealth Partners LLC | 0.13% | No change | 2,639 | $258K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,543 | $248K |
| Aspiriant, LLC | 0.01% | Add +1.2% | 2,530 | $247K |
| Blume Capital Management, Inc. | 0.05% | No change | 2,500 | $244K |
| Catalyst Private Wealth, LLC | 0.11% | New | 2,465 | $241K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,399 | $234K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | New | 2,389 | $233K |
| Weaver Consulting Group | 0.06% | New | 2,248 | $219K |
| Paragon Capital Management Ltd | 0.04% | New | 2,064 | $201K |
| Morgan Stanley | 0.00% | New | 1,942 | $190K |
| Royal Bank of Canada | 0.00% | Reduce -93.8% | 1,819 | $178K |
| First Pacific Financial | 0.02% | New | 1,547 | $151K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $98K |
| Albion Financial Group | 0.00% | Add +47.1% | 625 | $61K |
| WFA of San Diego, LLC | 0.04% | — | 590 | $58K |
| Golden State Wealth Management, LLC | 0.01% | No change | 505 | $49K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 253 | $25K |
| CVA Family Office, LLC | 0.00% | Reduce -44.9% | 184 | $18K |
| Spire Wealth Management | 0.00% | No change | 20 | $2K |
| Wells Fargo & Company | 0.00% | New | 1 | $82 |
"% 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.