VANGUARD CALIFORNIA TAX-FREE FUNDS - VTEC

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$874.2M

QoQ value delta ($000)

+$104.8M (+13.62%)

Implied price effect (QoQ)

-1.02%

Total shares

8,808,067

QoQ shares delta

+1,134,414 (+14.78%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 174 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

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%