Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q3 2025 (September 30)122holders +42
48new positions
3sold out
2famous investors
$99.77avg. 13F price*
At the end of Q3 2025, 122 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 42 from Q2 2025. 48 opened new positions and 3 sold out. The largest holders were Charles Schwab Investment Management Inc. ($422.3M), Composition Wealth, LLC ($55.2M) and Bank of America Corp. ($28.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $82.3M |
| Exits | 3 | $4.3M |
All 13F filers, Q2 2025 → Q3 2025: 1,652,325 shares bought and 149,775 shares sold, net +1,502,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +9.1% | 4,233,133 | $422.3M |
| Composition Wealth, LLC | 0.83% | New | 553,253 | $55.2M |
| Bank of America Corp. | 0.00% | Add +28.5% | 281,074 | $28.0M |
| Cetera Investment Advisers | 0.03% | Add +6.8% | 240,782 | $24.0M |
| Captrust Financial Advisors | 0.04% | Add +20.5% | 185,854 | $18.5M |
| Wedmont Private Capital | 0.46% | Add +77.3% | 125,442 | $12.5M |
| Jane Street Group, LLC | 0.01% | Add +1344.8% | 123,946 | $12.4M |
| LPL Financial LLC | 0.00% | Add +32.1% | 85,378 | $8.5M |
| Eclectic Associates Inc. | 1.09% | Add +12.4% | 59,670 | $6.0M |
| Guggenheim Capital LLC | 0.04% | Add +238.5% | 58,073 | $5.8M |
| Brio Consultants, LLC | 0.71% | Reduce -13.4% | 51,447 | $5.1M |
| Creative Planning | 0.00% | Reduce -3.1% | 51,021 | $5.1M |
| PFG Advisors | 0.18% | New | 43,208 | $4.3M |
| Gotham Asset Management | 0.02% | No change | 39,612 | $4.0M |
| Corient Private Wealth LP | 0.01% | Reduce -4.7% | 37,837 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +152.7% | 37,644 | $3.8M |
| Evoke Wealth, LLC | 0.08% | Add +43.6% | 37,402 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +53.8% | 32,857 | $3.3M |
| Bell Investment Advisors, Inc | 0.53% | Reduce -11.8% | 32,716 | $3.3M |
| NDWM LLC | 2.03% | Add +20.2% | 30,006 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 29,408 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +45.5% | 26,471 | $2.6M |
| United Capital Financial Advisors, LLC | 0.02% | Add +369.0% | 26,378 | $2.6M |
| Shared Vision Wealth Group LLC | 1.07% | New | 25,230 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.6% | 25,241 | $2.5M |
| Root Financial Partners, LLC | 0.14% | Add +77.8% | 22,085 | $2.2M |
| Financial Management Network Inc. | 0.33% | Reduce -2.5% | 20,327 | $2.0M |
| FLC Capital Advisors | 0.39% | Reduce -0.1% | 20,247 | $2.0M |
| Diversify Advisory Services, LLC | 0.07% | No change | 19,805 | $2.0M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -19.4% | 17,918 | $1.8M |
| Fort Point Capital Partners LLC | 0.22% | Reduce -5.0% | 17,559 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Add +68.2% | 14,844 | $1.5M |
| Burton Enright Welch | 0.22% | Add +4.7% | 14,315 | $1.4M |
| Wedbush Securities Inc. | 0.04% | No change | 13,796 | $1.4M |
| Elequin Capital, LP | 0.10% | New | 12,275 | $1.2M |
| Luminvest Wealth Management LLC | 0.39% | Add +1.4% | 12,072 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +118.1% | 11,725 | $1.2M |
| Geometric Wealth Advisors | 0.14% | New | 10,529 | $1.1M |
| Mariner, LLC | 0.00% | New | 9,925 | $990K |
| WESPAC Advisors SoCal, LLC | 0.20% | New | 9,709 | $969K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +91.2% | 9,647 | $961K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +13.7% | 9,612 | $959K |
| AQR Capital Management | 0.00% | No change | 9,281 | $926K |
| Highline Wealth Partners LLC | 0.24% | New | 9,063 | $904K |
| Osaic Holdings, Inc. | 0.00% | Add +22.1% | 8,578 | $853K |
| North Berkeley Wealth Management, LLC | 0.66% | No change | 8,322 | $830K |
| Independent Financial Group, LLC | 0.02% | New | 8,272 | $825K |
| Bridgewater Advisors Inc. | 0.06% | New | 7,970 | $799K |
| Valmark Advisers, Inc. | 0.01% | New | 7,822 | $780K |
| Cerity Partners LLC | 0.00% | Add +4.2% | 7,496 | $748K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.0% | 7,487 | $747K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +193.8% | 7,048 | $703K |
| Vanguard Group Inc. | 0.00% | New | 7,023 | $701K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 6,792 | $678K |
| Ariston Services Group | 0.41% | Add +23.8% | 6,737 | $672K |
| Sweeney & Michel, LLC | 0.20% | Add +17.7% | 6,092 | $608K |
| Retirement Planning Group, LLC | 0.02% | Reduce -8.5% | 6,065 | $605K |
| Keystone Wealth Services, LLC | 0.12% | Add +2.5% | 5,635 | $562K |
| Joel Isaacson & Co., LLC | 0.02% | Add +99.2% | 5,328 | $532K |
| Argyle Capital Partners, LLC | 0.36% | New | 5,000 | $499K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,000 | $499K |
| Elser Financial Planning, Inc | 0.57% | New | 4,783 | $476K |
| Quantinno Capital Management LP | 0.00% | Add +61.5% | 4,602 | $459K |
| Ieq Capital, LLC | 0.00% | New | 4,594 | $458K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,581 | $457K |
| Apella Capital, LLC | 0.01% | New | 4,374 | $438K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,114 | $410K |
| TPG Advisors LLC | 0.26% | No change | 4,006 | $400K |
| Fiduciary Financial Group, LLC | 0.06% | Add +28.5% | 3,994 | $398K |
| Nautilus Advisors LLC | 0.27% | Reduce -8.4% | 3,976 | $397K |
| Allworth Financial LP | 0.00% | No change | 3,903 | $389K |
| Old Mission Capital LLC | 0.01% | New | 3,718 | $371K |
| Wealthspire Advisors, LLC | 0.00% | Add +7.6% | 3,709 | $370K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,674 | $367K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +39.9% | 3,557 | $355K |
| Summitry LLC | 0.01% | New | 3,527 | $352K |
| Royal Bank of Canada | 0.00% | Add +87.0% | 3,402 | $339K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 3,300 | $329K |
| NavPoint Financial, Inc. | 0.17% | Add +0.8% | 3,233 | $323K |
| Hurlow Wealth Management Group, Inc. | 0.08% | No change | 3,011 | $300K |
| Blume Capital Management, Inc. | 0.06% | Add +20.0% | 3,000 | $299K |
| HRT Financial LP | 0.00% | New | 2,955 | $294K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,935 | $293K |
| Integral Investment Advisors, Inc. | 0.08% | New | 2,900 | $289K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Add +19.6% | 2,856 | $285K |
| Kaizen Financial Strategies | 0.13% | New | 2,800 | $281K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 2,800 | $279K |
| Pinnacle Associates Ltd. | 0.00% | New | 2,800 | $279K |
| Private Advisor Group, LLC | 0.00% | New | 2,785 | $278K |
| Core Wealth Partners LLC | 0.12% | No change | 2,639 | $263K |
| Catalyst Private Wealth, LLC | 0.11% | Add +3.3% | 2,547 | $254K |
| Aspiriant, LLC | 0.01% | No change | 2,530 | $252K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 2,463 | $246K |
| Founders Financial Securities LLC | 0.02% | New | 2,417 | $241K |
| Savvy Advisors, Inc. | 0.01% | New | 2,332 | $233K |
| HBW Advisory Services LLC | 0.03% | New | 2,293 | $229K |
| Weaver Consulting Group | 0.06% | Add +0.3% | 2,255 | $225K |
| Blue Trust, Inc. | 0.00% | New | 2,214 | $221K |
| Envestnet Asset Management Inc. | 0.00% | New | 2,211 | $221K |
| SageView Advisory Group, LLC | 0.01% | New | 2,095 | $209K |
| Paragon Capital Management Ltd | 0.04% | Add +0.8% | 2,080 | $208K |
| MFA Wealth Services | 0.14% | New | 2,069 | $206K |
| Roberts Wealth Advisors, LLC | 0.05% | New | 2,053 | $205K |
| Equita Financial Network, Inc. | 0.07% | New | 2,025 | $202K |
| Morgan Stanley | 0.00% | Reduce -5.3% | 1,839 | $183K |
| Tortoise Investment Management, LLC | 0.01% | New | 1,320 | $132K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,282 | $128K |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.4% | 1,254 | $125K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $100K |
| Breakwater Investment Management | 0.03% | New | 851 | $85K |
| Albion Financial Group | 0.01% | Add +32.0% | 825 | $82K |
| Knuff & Co LLC | 0.02% | New | 800 | $80K |
| WFA of San Diego, LLC | 0.05% | Add +11.9% | 660 | $66K |
| Golden State Wealth Management, LLC | 0.01% | No change | 505 | $50K |
| Advisory Services Network, LLC | 0.00% | New | 410 | $41K |
| Signature Resources Capital Management, LLC | 0.02% | New | 332 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 255 | $25K |
| Pittenger & Anderson Inc. | 0.00% | New | 200 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 184 | $18K |
| Spire Wealth Management | 0.00% | Add +400.0% | 100 | $10K |
| Principal Securities, Inc. | 0.00% | New | 79 | $8K |
| Wells Fargo & Company | 0.00% | No change | 1 | $77 |
"% 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.