Who owns VANGUARD CALIF TAX FREE FDS?
- Ticker: VTEC
- CUSIP Number: 922021605
Tip: Access positions for across all investors
Analyze quarterly positions in Vanguard Calif Tax Free Fds with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vanguard Calif Tax Free Fds stock
Who bought or sold VANGUARD CALIF TAX FREE FDS this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Charles Schwab Investment Management | 4.1M | $409M | -4% | Dec 2025 |
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| Miracle Mile Advisors | 636k | $63M | 12% | Mar 2026 |
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| Bank of America Corporation | 337k | $33M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 253k | $25M | -8% | Mar 2026 |
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| Captrust Financial Advisors | 203k | $20M | 9% | Dec 2025 |
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| Wedmont Private Capital | 195k | $19M | 22% | Mar 2026 |
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| LPL Financial | 187k | $19M | 78% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 179k | $18M | 50% | Mar 2026 |
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| Pasadena Private Wealth | 139k | $14M | 100% | Mar 2026 |
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| Evoke Wealth | 100k | $10M | 167% | Dec 2025 |
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| Concurrent Investment Advisors | 92k | $9.2M | 6% | Mar 2026 |
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| CI Private Wealth | 65k | $6.5M | 37% | Mar 2026 |
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| Eclectic Associates | 65k | $6.4M | 1% | Mar 2026 |
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| Creative Planning | 64k | $6.4M | 9% | Mar 2026 |
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| Jane Street | 63k | $6.2M | -76% | Mar 2026 |
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| Brio Consultants | 58k | $5.7M | 6% | Mar 2026 |
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| Shared Vision Wealth Group | 58k | $5.7M | 29% | Mar 2026 |
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| United Capital Financial Advisers | 56k | $5.5M | 45% | Mar 2026 |
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| Old Mission Capital | 50k | $5.1M | 1257% | Dec 2025 |
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| Altiora Financial Group | 50k | $5.0M | 0% | Mar 2026 |
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| Ballast Rock Private Wealth | 50k | $4.9M | 704% | Mar 2026 |
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| PFG Advisors | 48k | $4.7M | 9% | Mar 2026 |
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| Bell Investment Advisors | 46k | $4.6M | 2% | Mar 2026 |
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| Luminvest Wealth Management | 46k | $4.5M | 218% | Mar 2026 |
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| Citadel Advisors | 46k | $4.5M | 1013% | Mar 2026 |
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| Integrated Advisors Network | 43k | $4.3M | 100% | Mar 2026 |
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| NDWM | 42k | $4.1M | 19% | Mar 2026 |
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| Jones Financial Companies, L.L | 40k | $4.0M | 50% | Dec 2025 |
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| Gotham Asset Management | 40k | $3.9M | 0% | Mar 2026 |
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| Root Financial Partners | 36k | $3.6M | 42% | Mar 2026 |
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| Raymond James Financial | 31k | $3.1M | -6% | Dec 2025 |
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| Bernzott Capital Advisors | 30k | $3.0M | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 26k | $2.6M | 40% | Mar 2026 |
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| FLC Capital Advisors | 26k | $2.6M | 15% | Mar 2026 |
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| DeLarme Wealth Management | 26k | $2.6M | 70% | Mar 2026 |
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| Vise Technologies | 25k | $2.5M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 25k | $2.5M | 100% | Mar 2026 |
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| Fort Point Capital Partners | 24k | $2.5M | 39% | Dec 2025 |
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| Joel Isaacson & Co | 24k | $2.4M | 161% | Mar 2026 |
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| FF Advisors | 23k | $2.3M | 100% | Mar 2026 |
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| Financial Management Network | 23k | $2.3M | 5% | Mar 2026 |
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| Evolve Private Wealth | 23k | $2.2M | 100% | Mar 2026 |
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| Advisor Group Holdings | 22k | $2.2M | 162% | Dec 2025 |
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| Commonwealth Equity Services | 22k | $2.2M | -6% | Mar 2026 |
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| Beacon Pointe Advisors | 21k | $2.1M | 495% | Dec 2025 |
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| Diversify Wealth Management | 20k | $2.0M | 100% | Mar 2026 |
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| Burton Enright Welch | 20k | $2.0M | 19% | Mar 2026 |
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| Hrt Financial | 19k | $1.9M | 100% | Mar 2026 |
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| Apella Capital | 17k | $1.7M | 89% | Mar 2026 |
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| Quantinno Capital Management | 16k | $1.6M | 38% | Mar 2026 |
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| Tower Research Capital | 16k | $1.6M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 15k | $1.5M | -9% | Mar 2026 |
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| Ducere Wealth Management | 15k | $1.5M | 100% | Mar 2026 |
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| Savvy Advisors | 15k | $1.4M | 5% | Mar 2026 |
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| Freestone Capital Holdings | 14k | $1.4M | 100% | Mar 2026 |
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| ValMark Advisers | 12k | $1.2M | 59% | Mar 2026 |
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| Platt Wealth Management | 12k | $1.2M | 100% | Mar 2026 |
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| EP Wealth Advisors | 12k | $1.2M | -1% | Mar 2026 |
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| Values Added Financial | 12k | $1.2M | 100% | Mar 2026 |
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| Meridian Wealth Management | 12k | $1.2M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 11k | $1.1M | -16% | Mar 2026 |
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| Bridgewater Advisors | 11k | $1.1M | 37% | Dec 2025 |
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| WESPAC Advisors SoCal | 11k | $1.1M | -10% | Mar 2026 |
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| Geometric Wealth Advisors | 11k | $1.1M | 1% | Mar 2026 |
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| Royal Bank of Canada | 10k | $1.0M | 198% | Mar 2026 |
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| Integrity Investment Advisors | 9.8k | $971k | 179% | Mar 2026 |
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| Elequin Capital | 9.7k | $963k | 323767% | Mar 2026 |
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| Sand Hill Advisors | 9.7k | $969k | 1% | Dec 2025 |
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| Catalyst Private Wealth | 9.5k | $939k | 0% | Mar 2026 |
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| Moss Adams Wealth Advisors | 9.0k | $892k | 63% | Mar 2026 |
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| AQR Capital Management | 8.7k | $861k | -6% | Mar 2026 |
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| Oppenheimer & Co | 8.6k | $853k | 27% | Mar 2026 |
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| Sweeney & Michel | 8.5k | $845k | 38% | Mar 2026 |
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| North Berkeley Wealth Management | 8.3k | $825k | 0% | Mar 2026 |
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| Van Strum & Towne | 7.7k | $758k | 20% | Mar 2026 |
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| Vanguard National Trust | 7.0k | $696k | 100% | Mar 2026 |
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| Vanguard Group | 7.0k | $704k | 0% | Dec 2025 |
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| Retirement Planning Group | 6.9k | $682k | 13% | Mar 2026 |
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| Ameritas Advisory Services | 6.8k | $677k | 0% | Mar 2026 |
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| Steel Peak Wealth Management | 6.7k | $660k | -55% | Mar 2026 |
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| Independent Financial Group | 6.4k | $637k | -22% | Mar 2026 |
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| Envestnet Asset Management | 5.9k | $588k | 21% | Mar 2026 |
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| Keystone Wealth Services | 5.7k | $565k | 0% | Mar 2026 |
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| Stone Point Wealth | 5.7k | $562k | 19% | Mar 2026 |
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| NavPoint Financial | 5.6k | $555k | 23% | Mar 2026 |
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| International Assets Investment Management | 5.5k | $545k | 83% | Mar 2026 |
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| Integrated Wealth Concepts | 5.4k | $539k | 100% | Mar 2026 |
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| Tortoise Investment Management | 5.2k | $517k | 98% | Mar 2026 |
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| HPM Partners | 5.2k | $513k | 1% | Mar 2026 |
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| Sterling Investment Advisors | 5.0k | $495k | 100% | Mar 2026 |
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| Argyle Capital Partners | 5.0k | $495k | 0% | Mar 2026 |
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| Goldman Sachs Group | 4.9k | $488k | 100% | Mar 2026 |
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| AlphaCore Capital | 4.7k | $469k | 100% | Mar 2026 |
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| Fiduciary Financial Group | 4.7k | $464k | 0% | Mar 2026 |
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| Ieq Capital | 4.6k | $461k | 0% | Dec 2025 |
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| Elser Financial Planning | 4.5k | $449k | -2% | Mar 2026 |
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| Kaizen Financial Strategies | 4.4k | $436k | 30% | Mar 2026 |
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| Hill Island Financial | 4.3k | $424k | 0% | Mar 2026 |
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| Roberts Wealth Advisors | 4.1k | $408k | 100% | Mar 2026 |
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| TPG Advisors | 4.0k | $397k | 0% | Mar 2026 |
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| Integral Investment Advisors | 3.9k | $382k | 0% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 3.8k | $381k | 1% | Mar 2026 |
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| Gail Mannix | 3.8k | $381k | 1% | Mar 2026 |
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| Madson Wealth Advisors | 3.8k | $378k | 100% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.7k | $370k | 0% | Mar 2026 |
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| Golub Group | 3.5k | $350k | 0% | Mar 2026 |
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| Morgan Stanley | 3.5k | $343k | 76% | Mar 2026 |
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| Nautilus Advisors | 3.5k | $342k | 0% | Mar 2026 |
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| FMR | 3.4k | $345k | 100% | Dec 2025 |
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| Weatherly Asset Management | 3.4k | $340k | 0% | Mar 2026 |
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| Ashton Thomas Private Wealth | 3.4k | $340k | 100% | Mar 2026 |
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| Hurlow Wealth Management Group | 3.4k | $338k | 10% | Mar 2026 |
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| Tolleson Wealth Management | 3.3k | $331k | 0% | Dec 2025 |
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| Sanctuary Advisors | 3.3k | $324k | 100% | Mar 2026 |
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| Centaurus Financial | 3.1k | $311k | 1% | Mar 2026 |
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| Climber Capital SA | 3.1k | $308k | 0% | Mar 2026 |
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| Blume Capital Management | 3.0k | $297k | 0% | Mar 2026 |
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| Knuff & Co | 3.0k | $297k | 275% | Mar 2026 |
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| Sequoia Financial Advisors | 2.9k | $291k | 0% | Mar 2026 |
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| XY Planning Network | 2.9k | $290k | 0% | Mar 2026 |
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| MFA Wealth Services | 2.9k | $284M | 19% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 2.9k | $283k | 0% | Mar 2026 |
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| Mercer Global Advisors | 2.8k | $282k | 0% | Mar 2026 |
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| Private Advisor | 2.8k | $278k | -8% | Mar 2026 |
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| Parallel Advisors | 2.7k | $272k | 174% | Mar 2026 |
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| Core Wealth Partners | 2.6k | $262k | 0% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 2.6k | $255k | 100% | Mar 2026 |
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| Capital Investment Advisors | 2.6k | $253k | 0% | Mar 2026 |
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| Aspiriant | 2.5k | $251k | 0% | Mar 2026 |
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| Rs Crum | 2.5k | $245k | 100% | Mar 2026 |
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| Invst | 2.5k | $245k | 100% | Mar 2026 |
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| Moneta Group Investment Advisors | 2.5k | $244k | 0% | Mar 2026 |
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| Optima Capital | 2.5k | $243k | 0% | Mar 2026 |
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| Kovack Advisors | 2.5k | $243k | 100% | Mar 2026 |
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| SageView Advisory Group | 2.4k | $244k | 16% | Dec 2025 |
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| Betterment | 2.4k | $243k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 2.4k | $239k | 100% | Mar 2026 |
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| HighTower Advisors | 2.4k | $235k | 5% | Mar 2026 |
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| Founders Financial Securities | 2.4k | $236k | -3% | Mar 2026 |
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| Peak Retirement Planning | 2.3k | $232k | 100% | Mar 2026 |
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| Good Harbor Advisors | 2.3k | $223k | 0% | Mar 2026 |
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| Pachira Investments | 2.2k | $222k | 0% | Mar 2026 |
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| Paragon Capital Management | 2.1k | $210k | 1% | Mar 2026 |
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| WealthSpring Partners | 2.1k | $204k | 0% | Mar 2026 |
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| D.A. Davidson & Co. | 2.1k | $203k | 100% | Mar 2026 |
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| Tobias Financial Advisors | 2.0k | $202k | 100% | Mar 2026 |
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| Equita Financial Network | 2.0k | $201k | 0% | Mar 2026 |
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| Ronald Blue Trust | 1.7k | $167k | 100% | Mar 2026 |
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| Ares Financial Consulting | 1.3k | $125k | 100% | Mar 2026 |
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| Albion Financial Group | 1.2k | $117k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 1.1k | $109k | -72% | Dec 2025 |
|
| Ariston Services Group | 0 | $0 | -100% | Mar 2026 |
|
Who sold out of Vanguard Calif Tax Free Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Diversify Advisory Services | Dec 2025 | 20k | $2.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $1.2M |
| Susquehanna International | Sep 2025 | 7.5k | $747k |
| J.w. Cole Advisors | Dec 2025 | 5.0k | $501k |
| Sontag Advisory | Dec 2025 | 3.7k | $372k |
| Financial Engines Advisors L.L.C | Sep 2025 | 3.7k | $367k |
| Virtue Asset Management | Dec 2025 | 2.0k | $201k |
| Jpmorgan Chase & Co | Sep 2025 | 1.3k | $125k |