VANGUARD CALIFORNIA TAX-FREE FUNDS - VTEC

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$873.8M
QoQ value delta ($000)
+$103.7M (+13.46%)
Implied price effect (QoQ)
-1.02%
Shares
Total shares
8,804,138
QoQ shares delta
+1,123,519 (+14.63%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 212 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 439,449 4,435,298 0.07%
Composition Wealth, LLC 63,049 636,348 0.87%
BANK OF AMERICA CORP /DE/ 33,380 336,901 0.0%
Cetera Investment Advisers 25,051 252,836 0.03%
CAPTRUST FINANCIAL ADVISORS 20,776 209,694 0.04%
Wedmont Private Capital 19,408 194,623 0.63%
LPL Financial LLC 18,561 187,339 0.0%
GUGGENHEIM CAPITAL LLC 17,704 178,692 0.14%
Pasadena Private Wealth, LLC 13,775 139,033 1.9%
EVOKE WEALTH, LLC 9,406 94,940 0.17%
Concurrent Investment Advisors, LLC 9,158 92,431 0.1%
Corient Private Wealth LLC 6,468 65,276 0.01%
ECLECTIC ASSOCIATES INC /ADV 6,388 64,475 0.85%
Creative Planning 6,377 64,366 0.0%
JANE STREET GROUP, LLC 6,202 62,600 0.0%
JONES FINANCIAL COMPANIES LLLP 5,903 59,835 0.0%
Brio Consultants, LLC 5,747 57,691 0.7%
Shared Vision Wealth Group LLC 5,694 57,477 2.32%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,497 55,484 0.03%
Altiora Financial Group, LLC 4,954 50,000 0.82%
Ballast Rock Private Wealth LLC 4,919 49,652 2.72%
PFG Advisors 4,729 47,737 0.23%
Bell Investment Advisors, Inc 4,581 46,244 0.72%
Luminvest Wealth Management LLC 4,522 45,647 1.18%
CITADEL ADVISORS LLC 4,521 45,634 0.0%