VANGUARD CALIFORNIA TAX-FREE FUNDS - VCADX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST MERCHANTS CORP | History | Reduced | 85,906 | 982 | 0.04% | 0.04% | 1 | -3,872 | -4.31% | Q1 2026 | Apr 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 45,185 | 518 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 40,000 | 457 | 0.01% | 0.01% | 3 | -8,083 | -16.81% | Q1 2026 | May 08, 2026 |