VANGUARD CALIFORNIA TAX-FREE FUNDS - VTEC

Sector: Funds · Industry: Investment Company

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$768.4M

QoQ value delta ($000)

+$71.55M (+10.27%)

Implied price effect (QoQ)

+0.51%

Total shares

7,663,136

QoQ shares delta

+678,220 (+9.71%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 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	408,766	4,077,067	0.06%
Composition Wealth, LLC	56,869	567,221	0.82%
BANK OF AMERICA CORP /DE/	30,442	303,633	0.0%
Cetera Investment Advisers	27,420	273,492	0.03%
JANE STREET GROUP, LLC	26,291	262,230	0.0%
CAPTRUST FINANCIAL ADVISORS	20,369	203,167	0.04%
Wedmont Private Capital	16,120	160,113	0.56%
GUGGENHEIM CAPITAL LLC	11,924	118,933	0.09%
LPL Financial LLC	10,551	105,244	0.0%
EVOKE WEALTH, LLC	10,028	100,023	0.19%
Concurrent Investment Advisors, LLC	8,728	87,054	0.1%
ECLECTIC ASSOCIATES INC /ADV	6,369	63,534	0.99%
Creative Planning	5,931	59,166	0.0%
Brio Consultants, LLC	5,453	54,394	0.71%
OLD MISSION CAPITAL LLC	5,056	50,436	0.12%
Altiora Financial Group, LLC	5,013	50,000	0.86%
Corient Private Wealth LLC	4,823	48,112	0.01%
Bell Investment Advisors, Inc	4,528	45,172	0.72%
Shared Vision Wealth Group LLC	4,484	44,510	1.82%
PFG Advisors	4,403	43,921	0.21%
JONES FINANCIAL COMPANIES LLLP	3,985	39,749	0.0%
Gotham Asset Management, LLC	3,971	39,612	0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	3,834	38,241	0.02%
NDWM LLC	3,522	35,138	2.33%
RAYMOND JAMES FINANCIAL INC	3,091	30,830	0.0%