VANGUARD CALIF TAX FREE FDS (VTEC)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
206
Reporting holders
$1.4B
Reported value
0.1%
Held as options
+35
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $420.7M | 4,181,993 | 0.06% | 8q | -5.7%-$25.5M |
| Sixth Street Partners Management Company, L.P. | $420.7M | 4,181,993 | 0.06% | new | NEW |
| Composition Wealth, LLC | $63.8M | 633,969 | 0.75% | 4q | HELD |
| BANK OF AMERICA CORP /DE/ | $42.3M | 420,883 | 0.00% | 8q | +24.9%+$8.4M |
| Cetera Investment Advisers | $26.5M | 263,318 | 0.02% | 6q | +4.1%+$1.1M |
| Wedmont Private Capital | $24.4M | 244,141 | 0.67% | 10q | +25.4%+$5.0M |
| CAPTRUST FINANCIAL ADVISORS | $23.7M | 235,300 | 0.04% | 9q | +12.2%+$2.6M |
| GUGGENHEIM CAPITAL LLC | $22.9M | 227,332 | 0.14% | 5q | +27.2%+$4.9M |
| MORGAN STANLEY | $22.1M | 219,452 | 0.00% | 5q | +6233.4%+$21.7M |
| LPL Financial LLC | $19.1M | 189,536 | 0.00% | 8q | +1.2%+$221.0K |
| Corient Private Wealth LP | $18.4M | 183,339 | 0.01% | 5q | +180.9%+$11.9M |
| Pasadena Private Wealth, LLC | $14.2M | 140,810 | 1.80% | 2q | +1.3%+$178.8K |
| Manhattan West Asset Management, LLC | $13.8M | 137,411 | 2.31% | 2q | +457.8%+$11.3M |
| MAI Capital Management | $9.6M | 95,428 | 0.04% | new | NEW |
| Concurrent Investment Advisors, LLC | $9.3M | 92,114 | 0.08% | 6q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $8.6M | 85,654 | 0.00% | 7q | +43.2%+$2.6M |
| ECLECTIC ASSOCIATES INC /ADV | $7.9M | 78,851 | 0.90% | 7q | +22.3%+$1.4M |
| Creative Planning | $7.0M | 69,671 | 0.00% | 10q | +8.2%+$533.7K |
| Brio Consultants, LLC | $5.9M | 58,901 | 0.69% | 7q | +2.1%+$121.7K |
| Ballast Rock Private Wealth LLC | $5.0M | 50,048 | 2.33% | 3q | +0.8%+$39.8K |
| Altiora Financial Group, LLC | $5.0M | 50,000 | 0.79% | 3q | HELD |
| PFG Advisors | $4.9M | 48,855 | 0.25% | 4q | +2.3%+$112.5K |
| Beacon Pointe Advisors, LLC | $4.8M | 47,768 | 0.02% | 5q | +12.6%+$538.2K |
| Bell Investment Advisors, Inc | $4.7M | 46,838 | 0.69% | 9q | +1.3%+$59.8K |
| Vise Technologies, Inc. | $4.5M | 44,658 | 0.05% | 3q | +76.0%+$1.9M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.4M | 43,500 | 0.02% | 5q | -21.6%-$1.2M |
| NDWM LLC | $4.4M | 43,280 | 2.56% | 5q | +3.5%+$148.7K |
| Bernzott Capital Advisors | $4.3M | 42,692 | 1.72% | 2q | +41.3%+$1.3M |
| Fort Point Capital Partners LLC | $4.2M | 41,652 | 0.29% | 8q | +65.5%+$1.7M |
| Gotham Asset Management, LLC | $4.0M | 39,612 | 0.01% | 6q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.8M | 37,566 | 0.05% | new | NEW |
| OSAIC HOLDINGS, INC. | $3.7M | 36,518 | 0.00% | 10q | +82.3%+$1.7M |
| Joel Isaacson & Co., LLC | $3.7M | 36,450 | 0.11% | 5q | +49.6%+$1.2M |
| Luminvest Wealth Management LLC | $3.6M | 35,370 | 0.83% | 5q | -22.5%-$1.0M |
| DeLarme Wealth Management, Inc. | $3.3M | 32,557 | 1.90% | 3q | +25.8%+$671.2K |
| Root Financial Partners, LLC | $3.2M | 31,614 | 0.12% | 8q | -12.0%-$432.5K |
| CITADEL ADVISORS LLC | $2.9M | 17,116 | 0.00% | 3q | -48.7%-$2.8M |
| Three Arch Wealth Management LLC | $2.9M | 29,203 | 0.45% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 29,186 | 0.00% | 7q | -5.2%-$162.7K |
| FLC Capital Advisors | $2.9M | 28,339 | 0.46% | 9q | +8.9%+$233.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 26,627 | 0.00% | 9q | +20.6%+$458.0K |
| Burton Enright Welch | $2.7M | 26,470 | 0.31% | 8q | +33.5%+$667.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $2.5M | 25,044 | 0.36% | 9q | +9.0%+$206.4K |
| EVOLVE PRIVATE WEALTH, LLC | $2.4M | 24,183 | 0.15% | 2q | +7.0%+$158.1K |
| Apella Capital, LLC | $2.4M | 24,267 | 0.03% | 4q | +42.7%+$727.9K |
| Entruity Wealth, LLC | $2.3M | 23,081 | 1.50% | new | NEW |
| FF Advisors,LLC | $2.3M | 22,979 | 0.87% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $2.3M | 22,891 | 0.06% | 3q | +16.1%+$319.3K |
| JPMORGAN CHASE & CO | $2.2M | 21,493 | 0.00% | 6q | +476.5%+$1.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.1M | 20,834 | 0.00% | 6q | +4.5%+$89.4K |
| BAILARD, INC. | $2.1M | 20,690 | 0.04% | new | NEW |
| Valmark Advisers, Inc. | $2.0M | 19,564 | 0.02% | 4q | +57.2%+$716.2K |
| Diversify Advisory Services, LLC | $2.0M | 19,806 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.0M | 19,806 | 0.03% | 2q | -0.7%-$13.9K |
| SATOVSKY ASSET MANAGEMENT LLC | $1.9M | 19,287 | 0.31% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.9M | 19,268 | 0.08% | new | NEW |
| WRAPMANAGER INC | $1.9M | 19,200 | 0.60% | new | NEW |
| Manchester Capital Management LLC | $1.8M | 18,000 | 0.24% | new | NEW |
| Freestone Capital Holdings, LLC | $1.7M | 16,704 | 0.04% | 2q | +16.0%+$231.6K |
| Quantinno Capital Management LP | $1.6M | 16,378 | 0.00% | 6q | +0.6%+$9.4K |
| BURLING WEALTH PARTNERS, LLC | $1.6M | 15,556 | 0.23% | new | NEW |
| Ducere Wealth Management LLC | $1.5M | 15,212 | 0.46% | 3q | +0.8%+$11.9K |
| Focus Partners Wealth | $1.5M | 15,194 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $1.5M | 15,046 | 0.03% | 4q | +3.4%+$50.2K |
| Focus Partners Advisor Solutions, LLC | $1.5M | 14,934 | 0.01% | 2q | -39.6%-$985.9K |
| Elequin Capital, LP | $1.4M | 13,497 | 0.04% | 4q | +38.9%+$380.4K |
| Values Added Financial LLC | $1.3M | 13,149 | 0.48% | 2q | +9.7%+$116.5K |
| Ariston Services Group | $1.3M | 13,025 | 0.72% | 7q | HELD |
| Moss Adams Wealth Advisors LLC | $1.3M | 12,680 | 0.08% | 3q | +40.9%+$370.3K |
| Mariner, LLC | $1.3M | 12,657 | 0.00% | 4q | -16.8%-$256.5K |
| EP Wealth Advisors, LLC | $1.3M | 12,427 | 0.00% | 3q | +2.7%+$33.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 12,011 | 0.00% | 4q | +102.5%+$611.8K |
| Meridian Wealth Management, LLC | $1.2M | 11,725 | 0.04% | 8q | HELD |
| VAN STRUM & TOWNE INC. | $1.2M | 11,650 | 0.32% | 3q | +52.3%+$402.4K |
| North Berkeley Wealth Management, LLC | $1.1M | 11,276 | 0.46% | 7q | +35.5%+$297.2K |
| ROYAL BANK OF CANADA | $1.1M | 11,067 | 0.00% | 10q | +9.2%+$93.7K |
| Geometric Wealth Advisors | $1.1M | 10,780 | 0.12% | 4q | +0.8%+$8.3K |
| Raub Brock Capital Management LP | $1.0M | 10,105 | 0.28% | new | NEW |
| Grant Street Asset Management, Inc. | $1.0M | 10,063 | 0.17% | new | NEW |
| Sand Hill Global Advisors, LLC | $954.6K | 9,489 | 0.03% | 5q | HELD |
| SWEENEY & MICHEL, LLC | $939.5K | 9,476 | 0.25% | 8q | +12.1%+$101.7K |
| CRUX WEALTH ADVISORS | $933.0K | 9,274 | 0.32% | new | NEW |
| Cresset Asset Management, LLC | $880.7K | 8,754 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $873.7K | 8,685 | 0.00% | 6q | HELD |
| OPPENHEIMER & CO INC | $815.3K | 8,104 | 0.01% | 5q | -5.8%-$50.3K |
| Integrated Advisors Network LLC | $801.9K | 7,971 | 0.04% | 2q | -81.6%-$3.6M |
| Prospect Financial Group LLC | $783.1K | 7,784 | 0.63% | new | NEW |
| Sanctuary Advisors, LLC | $753.6K | 7,491 | 0.00% | 2q | +129.0%+$424.5K |
| Cerity Partners LLC | $744.7K | 7,403 | 0.00% | 5q | +43.0%+$223.9K |
| CATALYST PRIVATE WEALTH, LLC | $743.6K | 7,392 | 0.36% | 5q | -22.0%-$209.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $709.3K | 7,051 | 0.00% | 5q | -36.1%-$400.2K |
| Integrated Wealth Concepts LLC | $707.6K | 7,034 | 0.00% | 2q | +29.4%+$160.8K |
| Vanguard National Trust Co | $706.5K | 7,023 | 0.04% | 2q | HELD |
| WorthPointe, LLC | $701.2K | 6,970 | 0.18% | new | NEW |
| Ameritas Advisory Services, LLC | $687.1K | 6,830 | 0.01% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $685.1K | 6,810 | 0.00% | 4q | +139.2%+$398.7K |
| SteelPeak Wealth, LLC | $669.7K | 6,657 | 0.02% | 7q | HELD |
| NavPoint Financial, Inc. | $648.4K | 6,445 | 0.24% | 5q | +15.2%+$85.3K |
| MML INVESTORS SERVICES, LLC | $636.2K | 6,324 | 0.00% | new | NEW |
| Stone Summit Wealth LLC | $602.5K | 5,989 | 0.15% | 3q | +5.7%+$32.3K |
Showing the largest 100 of 213 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 206 | $1.4B | 13,677,958 | 50 | 80 | 28 | 0.1% |
| Q1 2026 | 171 | $868.3M | 8,725,225 | 31 | 71 | 21 | 0.3% |
| Q4 2025 | 145 | $772.3M | 7,697,278 | 28 | 66 | 11 | 0.1% |
| Q3 2025 | 118 | $692.9M | 6,944,911 | 47 | 41 | 13 | 0.0% |
| Q2 2025 | 77 | $534.1M | 5,472,372 | 26 | 28 | 8 | 0.0% |
| Q1 2025 | 61 | $309.4M | 3,146,744 | 15 | 24 | 4 | 0.0% |
| Q4 2024 | 55 | $253.9M | 2,551,563 | 20 | 18 | 3 | 0.0% |
| Q3 2024 | 38 | $55.8M | 550,614 | 15 | 16 | 1 | 0.0% |
| Q2 2024 | 24 | $18.1M | 181,762 | 16 | 3 | 2 | 0.0% |
| Q1 2024 | 8 | $9.3M | 92,968 | 8 | 0 | 0 | 0.0% |