VTEC

Vanguard Ca Tax-ex Bond

+$103.5M

Net Activity

Institutions Holding

174

Popularity Rank

#3228

Avg Weight

0.20%

Total Value

$873.0M

Ownership Trend

174 institutions currently hold VTEC, with 116 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

116

Key Holders

Key Holders

Top 5 by Value

CS
Charles Schwab Investment Management INC
$439.4M
CW
Composition Wealth, LLC
$63.0M
BO
Bank Of America CORP /de/
$33.4M
CI
Cetera Investment Advisers
$25.1M
CF
Captrust Financial Advisors
$20.8M

Top 5 by Conviction

BR
Ballast Rock Private Wealth LLC
2.72%
NL
Ndwm LLC
2.69%
SV
Shared Vision Wealth Group LLC
2.32%
PP
Pasadena Private Wealth, LLC
1.90%
DW
DeLarme Wealth Management, Inc.
1.65%
View all 174 holding institutions

Quarterly Activity

Recent Activity

+$792.6M

Total Buy Value

$92.4M

Total Sell Value

New buy33
Trim19
Add83
Sold out6

116

Net Buyers

25

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD CA TAX-EX BOND (VTEC)?
Major stakeholders currently include Charles Schwab Investment Management INC ($439.4M), Composition Wealth, LLC ($63.0M), Bank Of America CORP /de/ ($33.4M). Based on the latest 13F filings, there are a total of 174 tracked investment funds and institutions maintaining positions in VTEC.
What is the overall institutional sentiment toward VTEC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $103.5M, driven by 116 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their VTEC positions?
In the latest period, 19 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $92.4M.
Are there any notable investors adding VTEC to their portfolios?
Yes, buying activity remains notable. 33 institutions opened new positions in {ticker}, and 83 existing holders added to their shares. The total reported buy value for the quarter amounted to $792.6M.

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