Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q1 2026 (March 31)176holders +28
34new positions
6sold out
3famous investors
$99.26avg. 13F price*
At the end of Q1 2026, 176 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 28 from Q4 2025. 34 opened new positions and 6 sold out. The largest holders were Charles Schwab Investment Management Inc. ($439.4M), Composition Wealth, LLC ($63.0M) and Bank of America Corp. ($33.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $48.4M |
| Exits | 6 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,458,304 shares bought and 347,301 shares sold, net +1,111,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| Charles Schwab Investment Management Inc. | 0.07% | Add +8.8% | 4,435,298 | $439.4M |
| Composition Wealth, LLC | 0.87% | Add +12.2% | 636,348 | $63.0M |
| Bank of America Corp. | 0.00% | Add +11.0% | 336,901 | $33.4M |
| Cetera Investment Advisers | 0.03% | Reduce -7.5% | 252,836 | $25.1M |
| Captrust Financial Advisors | 0.04% | Add +3.2% | 209,694 | $20.8M |
| Wedmont Private Capital | 0.63% | Add +21.6% | 194,623 | $19.4M |
| LPL Financial LLC | 0.00% | Add +78.0% | 187,339 | $18.6M |
| Guggenheim Capital LLC | 0.14% | Add +50.3% | 178,692 | $17.7M |
| Pasadena Private Wealth, LLC | 1.92% | New | 139,033 | $13.8M |
| Evoke Wealth, LLC | 0.17% | Reduce -5.1% | 94,940 | $9.4M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +6.2% | 92,431 | $9.2M |
| Corient Private Wealth LP | 0.01% | Add +35.7% | 65,276 | $6.5M |
| Eclectic Associates Inc. | 0.85% | Add +1.5% | 64,475 | $6.4M |
| Creative Planning | 0.00% | Add +8.8% | 64,366 | $6.4M |
| Jane Street Group, LLC | 0.01% | Reduce -76.1% | 62,600 | $6.2M |
| Jones Financial Companies LLLP | 0.00% | Add +50.5% | 59,835 | $5.9M |
| Brio Consultants, LLC | 0.70% | Add +6.1% | 57,691 | $5.7M |
| Shared Vision Wealth Group LLC | 2.32% | Add +29.1% | 57,477 | $5.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +45.1% | 55,484 | $5.5M |
| Altiora Financial Group, LLC | 0.82% | No change | 50,000 | $5.0M |
| Ballast Rock Private Wealth LLC | 2.72% | Add +703.8% | 49,652 | $4.9M |
| PFG Advisors | 0.23% | Add +8.7% | 47,737 | $4.7M |
| Bell Investment Advisors, Inc | 0.72% | Add +2.4% | 46,244 | $4.6M |
| Luminvest Wealth Management LLC | 1.18% | Add +217.5% | 45,647 | $4.5M |
| Integrated Advisors Network LLC | 0.23% | New | 43,285 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +100.5% | 42,418 | $4.2M |
| NDWM LLC | 2.69% | Add +19.0% | 41,802 | $4.1M |
| Gotham Asset Management | 0.01% | No change | 39,612 | $3.9M |
| Root Financial Partners, LLC | 0.16% | Add +41.7% | 35,913 | $3.6M |
| Citadel Advisors | 0.00% | New | 33,334 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 30,803 | $3.1M |
| Bernzott Capital Advisors | 1.43% | New | 30,215 | $3.0M |
| Wedbush Securities Inc. | 0.08% | Add +39.8% | 26,276 | $2.6M |
| FLC Capital Advisors | 0.47% | Add +15.2% | 26,015 | $2.6M |
| DeLarme Wealth Management, Inc. | 1.65% | Add +70.5% | 25,885 | $2.6M |
| Vise Technologies, Inc. | 0.05% | No change | 25,380 | $2.5M |
| Fort Point Capital Partners LLC | 0.33% | Add +3.1% | 25,160 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 24,734 | $2.5M |
| Manhattan West Asset Management, LLC | 0.48% | New | 24,634 | $2.4M |
| Joel Isaacson & Co., LLC | 0.08% | Add +161.1% | 24,361 | $2.4M |
| FF Advisors,LLC | 0.93% | New | 22,979 | $2.3M |
| Financial Management Network Inc. | 0.35% | Add +4.6% | 22,972 | $2.3M |
| Evolve Private Wealth, LLC | 0.12% | New | 22,611 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 22,074 | $2.2M |
| Diversify Wealth Management, LLC | 0.04% | New | 19,947 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.7% | 20,034 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +68.5% | 19,941 | $2.0M |
| Burton Enright Welch | 0.27% | Add +18.6% | 19,834 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +25.5% | 19,717 | $2.0M |
| HRT Financial LP | 0.00% | New | 18,824 | $1.9M |
| Apella Capital, LLC | 0.03% | Add +89.0% | 17,005 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +38.1% | 16,285 | $1.6M |
| Synergy Financial Group, LTD | 1.15% | New | 15,453 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -9.2% | 15,207 | $1.5M |
| Ducere Wealth Management LLC | 0.59% | Add +0.5% | 15,094 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +5.3% | 14,547 | $1.4M |
| Freestone Capital Holdings, LLC | 0.04% | New | 14,402 | $1.4M |
| Valmark Advisers, Inc. | 0.01% | Add +59.1% | 12,445 | $1.2M |
| Platt Wealth Management LLC | 1.17% | New | 12,140 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 12,096 | $1.2M |
| Values Added Financial LLC | 0.50% | New | 11,991 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | No change | 11,725 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.1% | 11,029 | $1.1M |
| WESPAC Advisors SoCal, LLC | 0.23% | Reduce -10.2% | 10,821 | $1.1M |
| Geometric Wealth Advisors | 0.13% | Add +0.5% | 10,697 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +37.0% | 10,135 | $1.0M |
| Integrity Investment Advisors, LLC | 0.53% | Add +179.3% | 9,800 | $971K |
| Elequin Capital, LP | 0.30% | Add +323766.7% | 9,716 | $963K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -1.8% | 9,489 | $940K |
| Catalyst Private Wealth, LLC | 0.51% | Add +0.0% | 9,472 | $938K |
| Moss Adams Wealth Advisors LLC | 0.07% | Add +63.0% | 8,999 | $892K |
| AQR Capital Management | 0.00% | Reduce -6.4% | 8,685 | $860K |
| Oppenheimer & Co. Inc. | 0.01% | Add +26.7% | 8,604 | $852K |
| Sweeney & Michel, LLC | 0.25% | Add +38.2% | 8,450 | $845K |
| North Berkeley Wealth Management, LLC | 0.44% | No change | 8,322 | $825K |
| Van Strum & Towne Inc. | 0.22% | Add +19.5% | 7,650 | $758K |
| Vanguard National Trust Co | 0.04% | — | 7,023 | $696K |
| Retirement Planning Group, LLC | 0.02% | Add +13.2% | 6,878 | $681K |
| Ameritas Advisory Services, LLC | 0.03% | No change | 6,830 | $677K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -54.6% | 6,657 | $660K |
| Independent Financial Group, LLC | 0.01% | Reduce -22.3% | 6,426 | $637K |
| Envestnet Asset Management Inc. | 0.00% | Add +21.3% | 5,930 | $588K |
| Keystone Wealth Services, LLC | 0.12% | Add +0.4% | 5,700 | $565K |
| FMR LLC | 0.00% | Add +65.3% | 5,693 | $564K |
| Stone Summit Wealth LLC | 0.16% | Add +18.5% | 5,668 | $562K |
| NavPoint Financial, Inc. | 0.22% | Add +22.5% | 5,597 | $555K |
| International Assets Investment Management, LLC | 0.04% | Add +83.3% | 5,500 | $545K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,436 | $539K |
| Tortoise Investment Management, LLC | 0.04% | Add +97.8% | 5,222 | $517K |
| Cerity Partners LLC | 0.00% | Add +0.9% | 5,177 | $513K |
| Argyle Capital Partners, LLC | 0.36% | No change | 5,000 | $495K |
| Sterling Investment Advisors, Ltd. | 0.09% | New | 5,000 | $495K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,923 | $488K |
| AlphaCore Capital LLC | 0.01% | New | 4,734 | $469K |
| Fiduciary Financial Group, LLC | 0.06% | Add +0.4% | 4,687 | $464K |
| Ieq Capital, LLC | 0.00% | No change | 4,594 | $455K |
| Elser Financial Planning, Inc | 0.02% | Reduce -1.5% | 4,532 | $449K |
| Bridgewater Advisors Inc. | 0.03% | Reduce -59.7% | 4,407 | $438K |
| Kaizen Financial Strategies | 0.18% | Add +30.0% | 4,363 | $436K |
| Hill Island Financial LLC | 0.10% | No change | 4,278 | $424K |
| Roberts Wealth Advisors, LLC | 0.10% | Add +100.4% | 4,114 | $408K |
| Tolleson Wealth Management, Inc. | 0.06% | Add +23.6% | 4,080 | $404K |
| TPG Advisors LLC | 0.25% | No change | 4,006 | $397K |
| Integral Investment Advisors, Inc. | 0.10% | No change | 3,850 | $381K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +0.9% | 3,840 | $380K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.9% | 3,840 | $380K |
| Betterment LLC | 0.00% | Add +58.3% | 3,829 | $379K |
| Madson Wealth Advisors Inc | 0.31% | — | 3,816 | $378K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,758 | $372K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.5% | 3,734 | $370K |
| JPMorgan Chase & Co. | 0.00% | Add +197.3% | 3,728 | $368K |
| Summitry LLC | 0.01% | No change | 3,527 | $349K |
| Morgan Stanley | 0.00% | Add +75.5% | 3,465 | $343K |
| Nautilus Advisors LLC | 0.23% | Add +0.1% | 3,452 | $342K |
| Weatherly Asset Management L. P. | 0.03% | No change | 3,432 | $340K |
| Simplex Trading, LLC | 0.01% | New | 3,431 | $340K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,430 | $340K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Add +9.8% | 3,415 | $338K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,271 | $324K |
| Centaurus Financial, Inc. | 0.01% | Add +0.5% | 3,136 | $311K |
| Climber Capital SA | 0.20% | No change | 3,110 | $308K |
| Knuff & Co LLC | 0.09% | Add +275.0% | 3,000 | $297K |
| Blume Capital Management, Inc. | 0.05% | No change | 3,000 | $297K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,935 | $291K |
| XY Planning Network, Inc. | 0.05% | No change | 2,923 | $290K |
| MFA Wealth Services | 0.19% | Add +18.8% | 2,866 | $284K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | No change | 2,856 | $283K |
| Mercer Global Advisors Inc. | 0.00% | No change | 2,847 | $282K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.6% | 2,809 | $278K |
| Parallel Advisors, LLC | 0.00% | Add +174.5% | 2,745 | $272K |
| Core Wealth Partners LLC | 0.12% | No change | 2,639 | $261K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 2,574 | $255K |
| Capital Investment Advisors, LLC | 0.00% | No change | 2,557 | $253K |
| Aspiriant, LLC | 0.01% | No change | 2,530 | $251K |
| SageView Advisory Group, LLC | 0.01% | Add +4.0% | 2,528 | $250K |
| RS Crum Inc. | 0.05% | New | 2,475 | $245K |
| Invst, LLC | 0.03% | New | 2,474 | $245K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,463 | $244K |
| Optima Capital LLC | 0.11% | Add +0.0% | 2,452 | $243K |
| Kovack Advisors, Inc. | 0.01% | New | 2,450 | $243K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,409 | $239K |
| Founders Financial Securities LLC | 0.01% | Reduce -3.1% | 2,357 | $235K |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 2,367 | $235K |
| Peak Retirement Planning, Inc. | 0.05% | New | 2,337 | $232K |
| Good Harbor Advisors, Inc. | 0.24% | Add +0.3% | 2,251 | $223K |
| Pachira Investments Inc. | 0.10% | Add +0.5% | 2,241 | $222K |
| Pandowealth. LLC | 0.19% | Reduce -43.9% | 2,216 | $220K |
| Paragon Capital Management Ltd | 0.04% | Add +0.5% | 2,114 | $209K |
| WealthSpring Partners, LLC | 0.19% | Add +0.2% | 2,059 | $204K |
| D.A. Davidson & Co. | 0.00% | New | 2,050 | $203K |
| Tobias Financial Advisors, Inc. | 0.03% | New | 2,038 | $202K |
| Equita Financial Network, Inc. | 0.06% | No change | 2,025 | $201K |
| Blue Trust, Inc. | 0.00% | New | 1,684 | $167K |
| Ares Financial Consulting, LLC | 0.10% | Add +0.5% | 1,256 | $125K |
| Albion Financial Group | 0.01% | No change | 1,185 | $117K |
| Farther Finance Advisors, LLC | 0.00% | Add +1000.0% | 1,100 | $109K |
| Allworth Financial LP | 0.00% | No change | 1,087 | $108K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,000 | $99K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $99K |
| Breakwater Investment Management | 0.03% | Reduce -7.2% | 851 | $84K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 795 | $79K |
| WFA of San Diego, LLC | 0.06% | No change | 785 | $78K |
| Golden State Wealth Management, LLC | 0.01% | No change | 705 | $70K |
| Spire Wealth Management | 0.00% | No change | 350 | $35K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 332 | $33K |
| Addison Advisors LLC | 0.01% | Add +107.1% | 290 | $29K |
| CVA Family Office, LLC | 0.00% | Add +42.9% | 263 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 259 | $26K |
| IFP Advisors, Inc | 0.00% | New | 251 | $25K |
| Tidemark, LLC | 0.01% | No change | 201 | $20K |
| Graney & King, LLC | 0.01% | Add +0.5% | 201 | $20K |
| Pittenger & Anderson Inc. | 0.00% | No change | 200 | $20K |
| Creative Capital Management Investments LLC | 0.00% | Add +8.8% | 173 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 100 | $10K |
| Triumph Capital Management | 0.00% | New | 25 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $136 |
"% 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.