V
Vanguard California Tax-Exempt Bond
VTEC • BATS
Vanguard California Tax-Exempt Bond is an exchange-traded fund on BATS. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $695.2M. SCHWAB CHARLES INVESTMENT MANAGEMENT INC is the largest holder with a position valued at $422.3M.
Overview
Overview of institutional ownership in VTEC as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $695.2M
- Shares Held
- 7.0M
- Avg Position
- $5.9M
- Median Position
- $475.9K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $6.9M
- Shares Held
- 69.2K
- Avg Position
- $1.2M
- Median Position
- $692.6K
Biggest Investors
Institutions with the largest positions in VTEC as of Q3 2025
| Institution | Position Value |
|---|---|
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $422.3M 0.07% of portfolio |
 Miracle Mile Advisors, LLC RIA/Wealth | $55.2M 0.83% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $28.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $24.0M 0.03% of portfolio |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $18.5M 0.04% of portfolio |
 Wedmont Private Capital RIA/Wealth | $12.5M 0.46% of portfolio |
J JANE STREET GROUP, LLC Institution | $12.4M 0.01% of portfolio |
L LPL Financial LLC Institution | $8.5M 0.00% of portfolio |
 ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | $6.0M 1.09% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $5.8M 0.04% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VTEC in Q3 2025
- Traded
- +$150.2M
- Buyers
- 89
- Sellers
- 15
- Total Bought
- +$163.2M
- Total Sold
- −$13.0M
- Avg Position
- $5.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Miracle Mile Advisors, LLC RIA/Wealth | +$55.2M +553.3K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$35.3M +353.5K shares |
J JANE STREET GROUP, LLC Institution | +$11.5M +115.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$6.2M +62.3K shares |
Wedmont Private Capital RIA/Wealth | +$5.4M +54.7K shares |
 PFG Advisors RIA/Wealth | +$4.3M +43.2K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$4.1M +40.9K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | +$3.2M +31.6K shares |
 GOLDMAN SACHS GROUP INC Institution | +$2.9M +29.4K shares |
S Shared Vision Wealth Group LLC RIA/Wealth | +$2.5M +25.2K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$6.1M −60.8K shares |
 Buckingham Strategic Partners RIA/Wealth | −$3.8M −39.0K shares |
B Brio Consultants, LLC RIA/Wealth | −$791.9K −7.9K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$465.3K −4.7K shares |
 Bell Investment Advisors, Inc RIA/Wealth | −$438.2K −4.4K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | −$431.7K −4.3K shares |
 Goss Wealth Management LLC RIA/Wealth | −$328.3K −3.4K shares |
C CI Private Wealth, LLC RIA/Wealth | −$185.5K −1.9K shares |
 Creative Planning RIA/Wealth | −$161.0K −1.6K shares |
F First Pacific Financial RIA/Wealth | −$151.0K −1.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VTEC in Q3 2025
- New Positions
- 37
- New Value
- $73.5M
- Exited Positions
- 3
- Exited Value
- $4.3M
New Positions
| Institution | Position Value |
|---|---|
Miracle Mile Advisors, LLC RIA/Wealth | $55.2M 553.3K shares |
GOLDMAN SACHS GROUP INC Institution | $2.9M 29.4K shares |
S Shared Vision Wealth Group LLC RIA/Wealth | $2.5M 25.2K shares |
 Geometric Wealth Advisors RIA/Wealth | $1.1M 10.5K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | $990.2K 9.9K shares |
W WESPAC Advisors SoCal, LLC Institution | $968.7K 9.7K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $904.2K 9.1K shares |
 Bridgewater Advisors Inc. RIA/Wealth | $799.2K 8.0K shares |
 Valmark Advisers, Inc. RIA/Wealth | $780.4K 7.8K shares |
 VANGUARD GROUP INC Institution | $700.7K 7.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Buckingham Strategic Partners RIA/Wealth | $3.8M 39.0K shares |
Goss Wealth Management LLC RIA/Wealth | $328.3K 3.4K shares |
F First Pacific Financial RIA/Wealth | $151.0K 1.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in VTEC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VTEC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
N NDWM LLC Institution | 2.03% $3.0M |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | 1.09% $6.0M |
S Shared Vision Wealth Group LLC RIA/Wealth | 1.09% $2.5M |
Miracle Mile Advisors, LLC RIA/Wealth | 0.83% $55.2M |
B Brio Consultants, LLC RIA/Wealth | 0.71% $5.1M |
 North Berkeley Wealth Management, LLC RIA/Wealth | 0.66% $830.3K |
 Elser Financial Planning, Inc RIA/Wealth | 0.57% $475.9K |
Bell Investment Advisors, Inc RIA/Wealth | 0.53% $3.3M |
Wedmont Private Capital RIA/Wealth | 0.46% $12.5M |
 Ariston Services Group RIA/Wealth | 0.41% $672.2K |
Hedge Fund Spotlight
Discover hedge funds investing in VTEC
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerMichael John Hall
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
V
Position in Vanguard California Tax-Exempt Bond
- Market Value
- $263.3K
- Shares Held
- 2.6K
- Portfolio Weight
- 0.12%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
