Vanguard Ca Tax-Ex BondVTECETF
13F holders, Q2 2026 (June 30)212holders +36
49new positions
16sold out
3famous investors
$100.57avg. 13F price*
At the end of Q2 2026, 212 institutions reported holding Vanguard Ca Tax-Ex Bond (VTEC) in their 13F filings, up 36 from Q1 2026. 49 opened new positions and 16 sold out. The largest holders were Charles Schwab Investment Management Inc. ($420.7M), Composition Wealth, LLC ($63.8M) and Bank of America Corp. ($42.3M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $51.3M |
| Exits | 16 | $19.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,354,047 shares bought and 569,467 shares sold, net +784,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -5.7% | 4,181,993 | $420.7M |
| Composition Wealth, LLC | 0.75% | Reduce -0.4% | 633,969 | $63.8M |
| Bank of America Corp. | 0.00% | Add +24.9% | 420,883 | $42.3M |
| Cetera Investment Advisers | 0.02% | Add +4.2% | 263,318 | $26.5M |
| Wedmont Private Capital | 0.67% | Add +25.4% | 244,141 | $24.4M |
| Captrust Financial Advisors | 0.04% | Add +12.2% | 235,300 | $23.7M |
| Guggenheim Capital LLC | 0.15% | Add +27.2% | 227,332 | $22.9M |
| Morgan Stanley | 0.00% | Add +6233.4% | 219,452 | $22.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 189,536 | $19.1M |
| Pasadena Private Wealth, LLC | 1.82% | Add +1.3% | 140,810 | $14.2M |
| Manhattan West Asset Management, LLC | 2.31% | Add +457.8% | 137,411 | $13.8M |
| MAI Capital Management | 0.04% | New | 95,428 | $9.6M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -0.3% | 92,114 | $9.3M |
| Corient Private Wealth LP | 0.01% | Add +40.4% | 91,669 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +43.1% | 85,654 | $8.6M |
| Eclectic Associates Inc. | 0.90% | Add +22.3% | 78,851 | $7.9M |
| Creative Planning | 0.00% | Add +8.2% | 69,671 | $7.0M |
| Brio Consultants, LLC | 0.69% | Add +2.1% | 58,901 | $5.9M |
| Ballast Rock Private Wealth LLC | 2.33% | Add +0.8% | 50,048 | $5.0M |
| Altiora Financial Group, LLC | 0.79% | No change | 50,000 | $5.0M |
| PFG Advisors | 0.25% | Add +2.3% | 48,855 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.6% | 47,768 | $4.8M |
| Bell Investment Advisors, Inc | 0.69% | Add +1.3% | 46,838 | $4.7M |
| Vise Technologies, Inc. | 0.05% | Add +76.0% | 44,658 | $4.5M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -21.6% | 43,500 | $4.4M |
| NDWM LLC | 2.56% | Add +3.5% | 43,280 | $4.4M |
| Bernzott Capital Advisors | 1.72% | Add +41.3% | 42,692 | $4.3M |
| Fort Point Capital Partners LLC | 0.45% | Add +65.5% | 41,652 | $4.2M |
| Gotham Asset Management | 0.01% | No change | 39,612 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | New | 37,566 | $3.8M |
| Osaic Holdings, Inc. | 0.00% | Add +82.3% | 36,518 | $3.7M |
| Joel Isaacson & Co., LLC | 0.11% | Add +49.6% | 36,450 | $3.7M |
| Luminvest Wealth Management LLC | 0.83% | Reduce -22.5% | 35,370 | $3.6M |
| DeLarme Wealth Management, Inc. | 1.90% | Add +25.8% | 32,557 | $3.3M |
| Root Financial Partners, LLC | 0.12% | Reduce -12.0% | 31,614 | $3.2M |
| Wedbush Securities Inc. | 0.08% | Add +11.4% | 29,276 | $2.9M |
| Three Arch Wealth Management LLC | 0.45% | New | 29,203 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.3% | 29,186 | $2.9M |
| FLC Capital Advisors | 0.47% | Add +8.9% | 28,339 | $2.9M |
| Natixis Advisors, LLC | 0.00% | New | 27,674 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +20.6% | 26,627 | $2.7M |
| Burton Enright Welch | 0.31% | Add +33.5% | 26,470 | $2.7M |
| Financial Management Network Inc. | 0.36% | Add +9.0% | 25,044 | $2.5M |
| Evolve Private Wealth, LLC | 0.15% | Add +7.0% | 24,183 | $2.4M |
| Apella Capital, LLC | 0.03% | Add +42.7% | 24,267 | $2.4M |
| Entruity Wealth, LLC | 1.50% | New | 23,081 | $2.3M |
| FF Advisors,LLC | 0.87% | No change | 22,979 | $2.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +16.1% | 22,891 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +476.5% | 21,493 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 20,834 | $2.1M |
| Bailard, Inc. | 0.04% | New | 20,690 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Add +57.2% | 19,564 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 19,806 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Reduce -0.7% | 19,806 | $2.0M |
| Satovsky Asset Management LLC | 0.31% | New | 19,287 | $1.9M |
| Kingswood Wealth Advisors, LLC | 0.08% | New | 19,268 | $1.9M |
| Wrapmanager Inc. | 0.60% | New | 19,200 | $1.9M |
| Platt Wealth Management LLC | 1.54% | Add +56.7% | 19,021 | $1.9M |
| Manchester Capital Management LLC | 0.24% | New | 18,000 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -48.6% | 17,116 | $1.7M |
| Freestone Capital Holdings, LLC | 0.04% | Add +16.0% | 16,704 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +0.6% | 16,378 | $1.6M |
| Burling Wealth Partners, LLC | 0.23% | New | 15,556 | $1.6M |
| Ducere Wealth Management LLC | 0.46% | Add +0.8% | 15,212 | $1.5M |
| Focus Partners Wealth | 0.00% | New | 15,194 | $1.5M |
| Savvy Advisors, Inc. | 0.03% | Add +3.4% | 15,046 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.6% | 14,934 | $1.5M |
| Elequin Capital, LP | 0.23% | Add +38.9% | 13,497 | $1.4M |
| Values Added Financial LLC | 0.48% | Add +9.7% | 13,149 | $1.3M |
| Ariston Services Group | 0.72% | Add +0.0% | 13,025 | $1.3M |
| Moss Adams Wealth Advisors LLC | 0.08% | Add +40.9% | 12,680 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 12,657 | $1.3M |
| EP Wealth Advisors, LLC | 0.00% | Add +2.7% | 12,427 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +102.5% | 12,011 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | No change | 11,725 | $1.2M |
| Van Strum & Towne Inc. | 0.32% | Add +52.3% | 11,650 | $1.2M |
| North Berkeley Wealth Management, LLC | 0.46% | Add +35.5% | 11,276 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +9.2% | 11,067 | $1.1M |
| Geometric Wealth Advisors | 0.12% | Add +0.8% | 10,780 | $1.1M |
| Raub Brock Capital Management LP | 0.28% | New | 10,105 | $1.0M |
| Grant Street Asset Management, Inc. | 0.17% | New | 10,063 | $1.0M |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 9,489 | $955K |
| Sweeney & Michel, LLC | 0.25% | Add +12.1% | 9,476 | $939K |
| Crux Wealth Advisors | 0.32% | New | 9,274 | $933K |
| Cresset Asset Management, LLC | 0.00% | New | 8,754 | $881K |
| AQR Capital Management | 0.00% | No change | 8,685 | $874K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.8% | 8,104 | $815K |
| Integrated Advisors Network LLC | 0.04% | Reduce -81.6% | 7,971 | $802K |
| Prospect Financial Group LLC | 0.63% | New | 7,784 | $783K |
| Sanctuary Advisors, LLC | 0.00% | Add +129.0% | 7,491 | $754K |
| Cerity Partners LLC | 0.00% | Add +43.0% | 7,403 | $745K |
| Catalyst Private Wealth, LLC | 0.36% | Reduce -22.0% | 7,392 | $744K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.1% | 7,051 | $709K |
| Integrated Wealth Concepts LLC | 0.00% | Add +29.4% | 7,034 | $708K |
| Vanguard National Trust Co | 0.04% | No change | 7,023 | $707K |
| WorthPointe, LLC | 0.18% | New | 6,970 | $701K |
| Stonebridge Financial Group, LLC | 0.10% | — | 6,916 | $695K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 6,830 | $687K |
| SteelPeak Wealth, LLC | 0.02% | No change | 6,657 | $670K |
| NavPoint Financial, Inc. | 0.24% | Add +15.2% | 6,445 | $648K |
| MML Investors Services, LLC | 0.00% | New | 6,324 | $636K |
| Stone Summit Wealth LLC | 0.15% | Add +5.7% | 5,989 | $602K |
| Chris Bulman Inc | 0.21% | New | 5,794 | $583K |
| Brookstone Capital Management | 0.01% | New | 5,794 | $583K |
| New Insight Wealth Advisors | 0.17% | New | 5,737 | $577K |
| Roberts Wealth Advisors, LLC | 0.13% | Add +36.0% | 5,597 | $563K |
| International Assets Investment Management, LLC | 0.03% | No change | 5,500 | $552K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +58.0% | 5,421 | $545K |
| Independent Financial Group, LLC | 0.01% | Reduce -17.4% | 5,306 | $534K |
| Slow Capital, Inc. | 0.06% | New | 5,041 | $507K |
| WESPAC Advisors SoCal, LLC | 0.09% | Reduce -53.8% | 5,004 | $503K |
| Argyle Capital Partners, LLC | 0.32% | No change | 5,000 | $503K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,000 | $503K |
| Ieq Capital, LLC | 0.00% | Add +6.7% | 4,900 | $493K |
| Aprio Wealth Management, LLC | 0.02% | New | 4,774 | $480K |
| FMR LLC | 0.00% | Reduce -16.9% | 4,732 | $476K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.3% | 4,699 | $473K |
| Integral Investment Advisors, Inc. | 0.10% | Add +21.6% | 4,680 | $471K |
| TPG Advisors LLC | 0.25% | Add +13.7% | 4,555 | $458K |
| Capital Advantage, Inc. | 0.06% | New | 4,500 | $453K |
| Madson Wealth Advisors Inc | 0.30% | Add +14.5% | 4,368 | $439K |
| Kaizen Financial Strategies | 0.17% | Add +0.2% | 4,370 | $438K |
| Sterling Investment Advisors, Ltd. | 0.07% | Reduce -15.0% | 4,250 | $428K |
| Keystone Wealth Services, LLC | 0.08% | Reduce -25.8% | 4,227 | $425K |
| Sowell Financial Services LLC | 0.01% | New | 4,217 | $424K |
| Centaurus Financial, Inc. | 0.02% | Add +32.8% | 4,166 | $419K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 4,080 | $410K |
| Retirement Planning Group, LLC | 0.01% | Reduce -41.5% | 4,022 | $405K |
| HCR Wealth Advisors | 0.04% | New | 4,015 | $404K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -7.0% | 4,098 | $403K |
| M Wealth Management, LLC | 0.32% | New | 3,989 | $401K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 3,840 | $386K |
| Pinnacle Associates Ltd. | 0.00% | No change | 3,840 | $386K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.2% | 3,804 | $383K |
| Elser Financial Planning, Inc | 0.02% | Reduce -17.0% | 3,762 | $378K |
| Betterment LLC | 0.00% | Reduce -3.2% | 3,705 | $373K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Add +7.3% | 3,665 | $369K |
| Wealthgarden F.S. LLC | 0.21% | New | 3,620 | $364K |
| Summitry LLC | 0.01% | No change | 3,527 | $355K |
| D.A. Davidson & Co. | 0.00% | Add +70.6% | 3,497 | $352K |
| Weatherly Asset Management L. P. | 0.02% | No change | 3,432 | $345K |
| Mercer Global Advisors Inc. | 0.00% | Add +19.6% | 3,405 | $343K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,366 | $339K |
| Climber Capital SA | 0.19% | No change | 3,110 | $312K |
| Blume Capital Management, Inc. | 0.04% | No change | 3,000 | $302K |
| Aureus Asset Management, LLC | 0.02% | New | 3,000 | $302K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,935 | $295K |
| XY Planning Network, Inc. | 0.04% | No change | 2,923 | $294K |
| Optima Capital LLC | 0.12% | Add +18.4% | 2,904 | $292K |
| MFA Wealth Services | 0.17% | Add +0.4% | 2,878 | $290K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | No change | 2,856 | $287K |
| XTX Topco Ltd | 0.00% | New | 2,819 | $284K |
| Parallel Advisors, LLC | 0.00% | No change | 2,745 | $276K |
| Core Wealth Partners LLC | 0.11% | No change | 2,639 | $265K |
| Global Retirement Partners, LLC | 0.00% | — | 2,612 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 2,605 | $262K |
| CCG Wealth Management, LLC | 0.06% | New | 2,594 | $261K |
| Albion Financial Group | 0.02% | Add +118.6% | 2,590 | $261K |
| SageView Advisory Group, LLC | 0.01% | Add +1.5% | 2,567 | $258K |
| Capital Investment Advisors, LLC | 0.00% | No change | 2,557 | $257K |
| HighTower Advisors, LLC | 0.00% | Add +7.2% | 2,538 | $255K |
| Aspiriant, LLC | 0.01% | No change | 2,530 | $255K |
| WealthSpring Partners, LLC | 0.22% | Add +22.2% | 2,517 | $253K |
| M. Kulyk & Associates, LLC | 0.04% | New | 2,512 | $253K |
| Knuff & Co LLC | 0.06% | Reduce -16.7% | 2,500 | $252K |
| CIBC Bancorp USA Inc. | 0.00% | New | 2,500 | $252K |
| Hill Island Financial LLC | 0.05% | Reduce -42.1% | 2,478 | $249K |
| RS Crum Inc. | 0.05% | No change | 2,475 | $249K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.5% | 2,475 | $249K |
| Invst, LLC | 0.02% | No change | 2,474 | $249K |
| Leo H. Evart, Inc. | 0.20% | New | 2,471 | $249K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -53.7% | 2,420 | $243K |
| Sandy Cove Advisors, LLC | 0.06% | New | 2,407 | $242K |
| Pandowealth. LLC | 0.20% | Add +7.7% | 2,387 | $240K |
| Arlington Financial Advisors, LLC | 0.03% | New | 2,387 | $240K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -36.7% | 2,364 | $238K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -9.2% | 2,338 | $235K |
| Good Harbor Advisors, Inc. | 0.22% | Add +0.4% | 2,260 | $227K |
| Pachira Investments Inc. | 0.09% | Add +0.6% | 2,255 | $227K |
| Clark Capital Management Group, Inc. | 0.00% | New | 2,250 | $226K |
| Allworth Financial LP | 0.00% | Add +105.9% | 2,238 | $225K |
| Integrity Wealth Solutions LLC | 0.08% | New | 2,215 | $223K |
| Paragon Capital Management Ltd | 0.04% | Add +0.8% | 2,130 | $214K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 2,129 | $214K |
| Founders Financial Securities LLC | 0.01% | Reduce -9.7% | 2,129 | $214K |
| Compound Planning, Inc. | 0.01% | New | 2,110 | $212K |
| Farther Finance Advisors, LLC | 0.00% | Add +90.9% | 2,100 | $211K |
| Equita Financial Network, Inc. | 0.06% | No change | 2,025 | $204K |
| Value Investment Professionals, LLC | 0.17% | New | 2,021 | $203K |
| Virtue Asset Management LLC | 0.14% | New | 2,000 | $201K |
| Creative Financial Designs Inc. | 0.01% | New | 2,000 | $201K |
| Ares Financial Consulting, LLC | 0.09% | Add +0.8% | 1,266 | $127K |
| Rialto Wealth Management, LLC | 0.02% | Add +8.5% | 1,085 | $109K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $101K |
| Timbuktu Capital Management, LLC | 0.13% | — | 860 | $87K |
| Breakwater Investment Management | 0.03% | No change | 851 | $86K |
| Golden State Wealth Management, LLC | 0.01% | No change | 705 | $71K |
| Spire Wealth Management | 0.00% | No change | 350 | $35K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 332 | $33K |
| Addison Advisors LLC | 0.02% | Add +13.8% | 330 | $33K |
| CVA Family Office, LLC | 0.00% | No change | 263 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.8% | 261 | $26K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 253 | $25K |
| Graney & King, LLC | 0.01% | Add +22.9% | 247 | $25K |
| Tidemark, LLC | 0.00% | No change | 201 | $20K |
| Pittenger & Anderson Inc. | 0.00% | No change | 200 | $20K |
| Creative Capital Management Investments LLC | 0.00% | No change | 173 | $17K |
| US Bancorp \de | 0.00% | New | 146 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 100 | $10K |
| Assetmark, Inc. | 0.00% | New | 35 | $4K |
| Triumph Capital Management | 0.00% | No change | 25 | $3K |
| Wells Fargo & Company | 0.00% | No change | 1 | $52 |
"% 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.