Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q4 2025 (December 31)148holders +26
28new positions
12sold out
2famous investors
$100.28avg. 13F price*
At the end of Q4 2025, 148 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 26 from Q3 2025. 28 opened new positions and 12 sold out. The largest holders were Charles Schwab Investment Management Inc. ($408.8M), Composition Wealth, LLC ($56.9M) and Bank of America Corp. ($30.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $15.3M |
| Exits | 12 | $7.9M |
All 13F filers, Q3 2025 → Q4 2025: 874,059 shares bought and 261,798 shares sold, net +612,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -3.7% | 4,077,067 | $408.8M |
| Composition Wealth, LLC | 0.82% | Add +2.5% | 567,221 | $56.9M |
| Bank of America Corp. | 0.00% | Add +8.0% | 303,633 | $30.4M |
| Cetera Investment Advisers | 0.03% | Add +13.6% | 273,492 | $27.4M |
| Jane Street Group, LLC | 0.03% | Add +111.6% | 262,230 | $26.3M |
| Captrust Financial Advisors | 0.04% | Add +9.3% | 203,167 | $20.4M |
| Wedmont Private Capital | 0.56% | Add +27.6% | 160,113 | $16.1M |
| Guggenheim Capital LLC | 0.09% | Add +104.8% | 118,933 | $11.9M |
| LPL Financial LLC | 0.00% | Add +23.3% | 105,244 | $10.6M |
| Evoke Wealth, LLC | 0.19% | Add +167.4% | 100,023 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +131.3% | 87,054 | $8.7M |
| Eclectic Associates Inc. | 0.99% | Add +6.5% | 63,534 | $6.4M |
| Creative Planning | 0.00% | Add +16.0% | 59,166 | $5.9M |
| Brio Consultants, LLC | 0.71% | Add +5.7% | 54,394 | $5.5M |
| Old Mission Capital LLC | 0.20% | Add +1256.5% | 50,436 | $5.1M |
| Altiora Financial Group, LLC | 0.86% | New | 50,000 | $5.0M |
| Corient Private Wealth LP | 0.01% | Add +27.2% | 48,112 | $4.8M |
| Bell Investment Advisors, Inc | 0.72% | Add +38.1% | 45,172 | $4.5M |
| Shared Vision Wealth Group LLC | 1.82% | Add +76.4% | 44,510 | $4.5M |
| PFG Advisors | 0.21% | Add +1.6% | 43,921 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +50.2% | 39,749 | $4.0M |
| Gotham Asset Management | 0.01% | No change | 39,612 | $4.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +45.0% | 38,241 | $3.8M |
| NDWM LLC | 2.33% | Add +17.1% | 35,138 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.2% | 30,830 | $3.1M |
| Vise Technologies, Inc. | 0.05% | New | 25,380 | $2.5M |
| Root Financial Partners, LLC | 0.13% | Add +14.8% | 25,351 | $2.5M |
| Fort Point Capital Partners LLC | 0.30% | Add +39.0% | 24,412 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 23,475 | $2.4M |
| FLC Capital Advisors | 0.42% | Add +11.5% | 22,577 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +161.6% | 22,438 | $2.2M |
| Financial Management Network Inc. | 0.35% | Add +8.0% | 21,960 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +494.7% | 21,153 | $2.1M |
| Diversify Advisory Services, LLC | 0.06% | No change | 19,805 | $2.0M |
| Wedbush Securities Inc. | 0.06% | Add +36.2% | 18,796 | $1.9M |
| Mariner, LLC | 0.00% | Add +68.7% | 16,747 | $1.7M |
| Burton Enright Welch | 0.24% | Add +16.8% | 16,716 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 15,713 | $1.6M |
| DeLarme Wealth Management, Inc. | 1.08% | — | 15,182 | $1.5M |
| Ducere Wealth Management LLC | 0.58% | — | 15,018 | $1.5M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -18.1% | 14,667 | $1.5M |
| Luminvest Wealth Management LLC | 0.40% | Add +19.1% | 14,375 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +492.4% | 13,815 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +86.5% | 13,146 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 12,263 | $1.2M |
| WESPAC Advisors SoCal, LLC | 0.24% | Add +24.1% | 12,054 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +22.6% | 11,831 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +156.2% | 11,791 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | No change | 11,725 | $1.2M |
| Bridgewater Advisors Inc. | 0.07% | Add +37.3% | 10,941 | $1.1M |
| Geometric Wealth Advisors | 0.14% | Add +1.1% | 10,643 | $1.1M |
| Ariston Services Group | 0.57% | Add +44.5% | 9,735 | $976K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +0.5% | 9,664 | $969K |
| Catalyst Private Wealth, LLC | 0.41% | Add +271.7% | 9,468 | $949K |
| Joel Isaacson & Co., LLC | 0.03% | Add +75.1% | 9,331 | $936K |
| AQR Capital Management | 0.00% | No change | 9,281 | $931K |
| Apella Capital, LLC | 0.02% | Add +105.7% | 8,997 | $902K |
| North Berkeley Wealth Management, LLC | 0.49% | No change | 8,322 | $834K |
| Independent Financial Group, LLC | 0.02% | No change | 8,272 | $829K |
| Valmark Advisers, Inc. | 0.01% | No change | 7,822 | $784K |
| Royal Bank of Canada | 0.00% | Add +117.4% | 7,397 | $741K |
| Vanguard Group Inc. | 0.00% | No change | 7,023 | $704K |
| Ameritas Advisory Services, LLC | 0.03% | Add +432.8% | 6,830 | $685K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 6,792 | $681K |
| Van Strum & Towne Inc. | 0.18% | New | 6,400 | $642K |
| Ballast Rock Private Wealth LLC | 0.39% | — | 6,177 | $619K |
| Sweeney & Michel, LLC | 0.18% | Add +0.4% | 6,115 | $618K |
| Retirement Planning Group, LLC | 0.02% | Add +0.2% | 6,077 | $609K |
| Keystone Wealth Services, LLC | 0.12% | Add +0.8% | 5,679 | $569K |
| Moss Adams Wealth Advisors LLC | 0.04% | New | 5,521 | $554K |
| Cerity Partners LLC | 0.00% | Reduce -31.5% | 5,133 | $515K |
| Argyle Capital Partners, LLC | 0.37% | No change | 5,000 | $501K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,000 | $501K |
| Envestnet Asset Management Inc. | 0.00% | Add +121.2% | 4,890 | $490K |
| Stone Summit Wealth LLC | 0.13% | New | 4,782 | $479K |
| Fiduciary Financial Group, LLC | 0.07% | Add +16.9% | 4,668 | $468K |
| Elser Financial Planning, Inc | 0.33% | Reduce -3.8% | 4,603 | $461K |
| Ieq Capital, LLC | 0.00% | No change | 4,594 | $461K |
| NavPoint Financial, Inc. | 0.20% | Add +41.3% | 4,568 | $458K |
| Hill Island Financial LLC | 0.10% | New | 4,278 | $429K |
| TPG Advisors LLC | 0.25% | No change | 4,006 | $402K |
| Pandowealth. LLC | 0.36% | — | 3,948 | $396K |
| Integral Investment Advisors, Inc. | 0.10% | Add +32.8% | 3,850 | $386K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +35.9% | 3,805 | $381K |
| Pinnacle Associates Ltd. | 0.00% | Add +35.9% | 3,805 | $381K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,716 | $373K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 3,712 | $372K |
| Summitry LLC | 0.01% | No change | 3,527 | $354K |
| Integrity Investment Advisors, LLC | 0.19% | New | 3,509 | $352K |
| Nautilus Advisors LLC | 0.23% | Reduce -13.3% | 3,449 | $346K |
| FMR LLC | 0.00% | New | 3,443 | $345K |
| Weatherly Asset Management L. P. | 0.03% | New | 3,432 | $344K |
| Kaizen Financial Strategies | 0.15% | Add +19.9% | 3,357 | $337K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 3,300 | $331K |
| Centaurus Financial, Inc. | 0.01% | New | 3,120 | $313K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Add +3.3% | 3,110 | $312K |
| Climber Capital SA | 0.20% | — | 3,110 | $311K |
| Private Advisor Group, LLC | 0.00% | Add +9.2% | 3,041 | $305K |
| Range Advisory, LLC | 0.08% | — | 3,018 | $303K |
| Blume Capital Management, Inc. | 0.06% | No change | 3,000 | $301K |
| International Assets Investment Management, LLC | 0.02% | New | 3,000 | $301K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,935 | $294K |
| XY Planning Network, Inc. | 0.05% | New | 2,923 | $293K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | No change | 2,856 | $289K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.8% | 2,847 | $285K |
| Tortoise Investment Management, LLC | 0.02% | Add +100.0% | 2,640 | $265K |
| Core Wealth Partners LLC | 0.12% | No change | 2,639 | $265K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,557 | $256K |
| Aspiriant, LLC | 0.01% | No change | 2,530 | $254K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,463 | $247K |
| Optima Capital LLC | 0.11% | New | 2,451 | $246K |
| Founders Financial Securities LLC | 0.01% | Add +0.6% | 2,432 | $244K |
| SageView Advisory Group, LLC | 0.01% | Add +16.0% | 2,430 | $244K |
| Betterment LLC | 0.00% | New | 2,419 | $243K |
| MFA Wealth Services | 0.16% | Add +16.6% | 2,412 | $242K |
| HighTower Advisors, LLC | 0.00% | New | 2,252 | $226K |
| Good Harbor Advisors, Inc. | 0.26% | — | 2,245 | $225K |
| Pachira Investments Inc. | 0.11% | New | 2,231 | $224K |
| Paragon Capital Management Ltd | 0.04% | Add +1.1% | 2,103 | $211K |
| WealthSpring Partners, LLC | 0.21% | — | 2,054 | $206K |
| Roberts Wealth Advisors, LLC | 0.05% | No change | 2,053 | $206K |
| Equita Financial Network, Inc. | 0.06% | No change | 2,025 | $203K |
| Virtue Asset Management LLC | 0.16% | New | 2,000 | $201K |
| Morgan Stanley | 0.00% | Add +7.3% | 1,974 | $198K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,254 | $126K |
| Ares Financial Consulting, LLC | 0.12% | — | 1,250 | $125K |
| Albion Financial Group | 0.01% | Add +43.6% | 1,185 | $119K |
| Allworth Financial LP | 0.00% | Reduce -72.2% | 1,087 | $109K |
| Rialto Wealth Management, LLC | 0.02% | New | 1,000 | $100K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $100K |
| Parallel Advisors, LLC | 0.00% | New | 1,000 | $100K |
| Breakwater Investment Management | 0.03% | Add +7.8% | 917 | $92K |
| Knuff & Co LLC | 0.02% | No change | 800 | $80K |
| Cherry Tree Wealth Management, LLC | 0.02% | New | 795 | $80K |
| WFA of San Diego, LLC | 0.06% | Add +18.9% | 785 | $79K |
| Golden State Wealth Management, LLC | 0.01% | Add +39.6% | 705 | $71K |
| Spire Wealth Management | 0.00% | Add +250.0% | 350 | $35K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 332 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 257 | $26K |
| Tidemark, LLC | 0.01% | New | 201 | $20K |
| Pittenger & Anderson Inc. | 0.00% | No change | 200 | $20K |
| Graney & King, LLC | 0.01% | New | 200 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 184 | $18K |
| Creative Capital Management Investments LLC | 0.00% | New | 159 | $16K |
| Addison Advisors LLC | 0.00% | New | 140 | $14K |
| Farther Finance Advisors, LLC | 0.00% | New | 100 | $10K |
| Elequin Capital, LP | 0.00% | Reduce -100.0% | 3 | $301 |
| Wells Fargo & Company | 0.00% | No change | 1 | $54 |
"% 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.