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
Download as csv
Download as Excel
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 | 4.4M | $439M | 9% | Mar 2026 |
|
| Miracle Mile Advisors | 636k | $63M | 12% | Mar 2026 |
|
| Bank of America Corporation | 337k | $33M | 100% | Mar 2026 |
|
| Cetera Investment Advisers | 253k | $25M | -8% | Mar 2026 |
|
| Captrust Financial Advisors | 210k | $21M | 3% | Mar 2026 |
|
| Wedmont Private Capital | 195k | $19M | 22% | Mar 2026 |
|
| LPL Financial | 187k | $19M | 78% | Mar 2026 |
|
| Guggenheim Capital, LLC Managers | 179k | $18M | 50% | Mar 2026 |
|
| Pasadena Private Wealth | 139k | $14M | 100% | Mar 2026 |
|
| Evoke Wealth | 95k | $9.4M | -5% | Mar 2026 |
|
| Concurrent Investment Advisors | 92k | $9.2M | 6% | Mar 2026 |
|
| Eclectic Associates | 79k | $7.9M | 22% | Jun 2026 |
|
| CI Private Wealth | 65k | $6.5M | 37% | Mar 2026 |
|
| Creative Planning | 64k | $6.4M | 9% | Mar 2026 |
|
| Jane Street | 63k | $6.2M | -76% | Mar 2026 |
|
| Jones Financial Companies, L.L | 60k | $5.9M | 51% | Mar 2026 |
|
| Brio Consultants | 58k | $5.7M | 6% | Mar 2026 |
|
| Shared Vision Wealth Group | 58k | $5.7M | 29% | Mar 2026 |
|
| United Capital Financial Advisers | 56k | $5.5M | 45% | Mar 2026 |
|
| Altiora Financial Group | 50k | $5.0M | 0% | Mar 2026 |
|
| Ballast Rock Private Wealth | 50k | $4.9M | 704% | Mar 2026 |
|
| PFG Advisors | 49k | $4.9M | 2% | Jun 2026 |
|
| Bell Investment Advisors | 46k | $4.6M | 2% | Mar 2026 |
|
| Citadel Advisors | 46k | $4.5M | 1013% | Mar 2026 |
|
| Integrated Advisors Network | 43k | $4.3M | 100% | Mar 2026 |
|
| NDWM | 43k | $4.4M | 4% | Jun 2026 |
|
| Beacon Pointe Advisors | 42k | $4.2M | 101% | Mar 2026 |
|
| Gotham Asset Management | 40k | $3.9M | 0% | Mar 2026 |
|
| Luminvest Wealth Management | 35k | $3.6M | -23% | Jun 2026 |
|
| Root Financial Partners | 32k | $3.2M | -12% | Jun 2026 |
|
| Raymond James Financial | 31k | $3.1M | 0% | Mar 2026 |
|
| Bernzott Capital Advisors | 30k | $3.0M | 100% | Mar 2026 |
|
| Wedbush Morgan Securities | 29k | $2.9M | 11% | Jun 2026 |
|
| Commonwealth Equity Services | 27k | $2.7M | 21% | Jun 2026 |
|
| Burton Enright Welch | 27k | $2.7M | 33% | Jun 2026 |
|
| FLC Capital Advisors | 26k | $2.6M | 15% | Mar 2026 |
|
| DeLarme Wealth Management | 26k | $2.6M | 70% | Mar 2026 |
|
| Vise Technologies | 25k | $2.5M | 0% | Mar 2026 |
|
| Fort Point Capital Partners | 25k | $2.5M | 3% | Mar 2026 |
|
| Buckingham Strategic Partners | 25k | $2.5M | 100% | Mar 2026 |
|
| Manhattan West Asset Management | 25k | $2.4M | 100% | Mar 2026 |
|
| Joel Isaacson & Co | 24k | $2.4M | 161% | Mar 2026 |
|
| Apella Capital | 24k | $2.4M | 43% | Jun 2026 |
|
| FF Advisors | 23k | $2.3M | 0% | Jun 2026 |
|
| Financial Management Network | 23k | $2.3M | 5% | Mar 2026 |
|
| Evolve Private Wealth | 23k | $2.2M | 100% | Mar 2026 |
|
| Bailard | 21k | $2.1M | 100% | Jun 2026 |
|
| Advisor Group Holdings | 20k | $2.0M | -11% | Mar 2026 |
|
| Diversify Wealth Management | 20k | $2.0M | -1% | Jun 2026 |
|
| Tower Research Capital | 20k | $2.0M | 25% | Mar 2026 |
|
| Hrt Financial | 19k | $1.9M | 100% | Mar 2026 |
|
| Quantinno Capital Management | 16k | $1.6M | 38% | Mar 2026 |
|
| Synergy Financial Group | 16k | $1.5M | 100% | Mar 2026 |
|
| Ducere Wealth Management | 15k | $1.5M | 1% | Jun 2026 |
|
| Mariner Wealth Advisors | 15k | $1.5M | -9% | Mar 2026 |
|
| Savvy Advisors | 15k | $1.4M | 5% | Mar 2026 |
|
| Freestone Capital Holdings | 14k | $1.4M | 100% | Mar 2026 |
|
| Values Added Financial | 13k | $1.3M | 10% | Jun 2026 |
|
| Moss Adams Wealth Advisors | 13k | $1.3M | 41% | Jun 2026 |
|
| ValMark Advisers | 12k | $1.2M | 59% | Mar 2026 |
|
| Platt Wealth Management | 12k | $1.2M | 100% | Mar 2026 |
|
| EP Wealth Advisors | 12k | $1.2M | -1% | Mar 2026 |
|
| Meridian Wealth Management | 12k | $1.2M | 0% | Mar 2026 |
|
| North Berkeley Wealth Management | 11k | $1.1M | 35% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 11k | $1.1M | -16% | Mar 2026 |
|
| Geometric Wealth Advisors | 11k | $1.1M | 1% | Mar 2026 |
|
| Royal Bank of Canada | 10k | $1.0M | 100% | Mar 2026 |
|
| Integrity Investment Advisors | 9.8k | $971k | 179% | Mar 2026 |
|
| Elequin Capital | 9.7k | $963k | 323767% | Mar 2026 |
|
| Sand Hill Advisors | 9.5k | $940k | -2% | Mar 2026 |
|
| Catalyst Private Wealth | 9.5k | $939k | 0% | Mar 2026 |
|
| AQR Capital Management | 8.7k | $861k | -6% | Mar 2026 |
|
| Oppenheimer & Co | 8.6k | $853k | 27% | Mar 2026 |
|
| Sweeney & Michel | 8.5k | $845k | 38% | Mar 2026 |
|
| Van Strum & Towne | 7.7k | $758k | 20% | Mar 2026 |
|
| Vanguard National Trust | 7.0k | $696k | 100% | Mar 2026 |
|
| Retirement Planning Group | 6.9k | $682k | 13% | Mar 2026 |
|
| Ameritas Advisory Services | 6.8k | $677k | 0% | Mar 2026 |
|
| Steel Peak Wealth Management | 6.7k | $670k | 0% | Jun 2026 |
|
| NavPoint Financial | 6.4k | $648k | 15% | Jun 2026 |
|
| Independent Financial Group | 6.4k | $637k | 100% | Mar 2026 |
|
| Stone Point Wealth | 6.0k | $603k | 6% | Jun 2026 |
|
| Envestnet Asset Management | 5.9k | $588k | 21% | Mar 2026 |
|
| New Insight Wealth Advisors | 5.7k | $577k | 100% | Jun 2026 |
|
| Keystone Wealth Services | 5.7k | $565k | 0% | Mar 2026 |
|
| FMR | 5.7k | $564k | 65% | Mar 2026 |
|
| Roberts Wealth Advisors | 5.6k | $563k | 36% | Jun 2026 |
|
| International Assets Investment Management | 5.5k | $545k | 83% | Mar 2026 |
|
| Integrated Wealth Concepts | 5.4k | $539k | 100% | Mar 2026 |
|
| Ashton Thomas Private Wealth | 5.4k | $545k | 58% | Jun 2026 |
|
| Tortoise Investment Management | 5.2k | $517k | 98% | Mar 2026 |
|
| HPM Partners | 5.2k | $513k | 1% | Mar 2026 |
|
| WESPAC Advisors SoCal | 5.0k | $503k | -54% | Jun 2026 |
|
| Argyle Capital Partners | 5.0k | $495k | 0% | Mar 2026 |
|
| Goldman Sachs Group | 4.9k | $488k | 100% | Mar 2026 |
|
| Aprio Wealth Management | 4.8k | $480k | 100% | Jun 2026 |
|
| AlphaCore Capital | 4.7k | $469k | 100% | Mar 2026 |
|
| Fiduciary Financial Group | 4.7k | $473k | 0% | Jun 2026 |
|
| Integral Investment Advisors | 4.7k | $471k | 22% | Jun 2026 |
|
| Ieq Capital | 4.6k | $455k | 0% | Mar 2026 |
|
| TPG Advisors | 4.6k | $458k | 14% | Jun 2026 |
|
| Elser Financial Planning | 4.5k | $449k | -2% | Mar 2026 |
|
| Bridgewater Advisors | 4.4k | $438k | -60% | Mar 2026 |
|
| Kaizen Financial Strategies | 4.4k | $438k | 0% | Jun 2026 |
|
| Hill Island Financial | 4.3k | $424k | 0% | Mar 2026 |
|
| Sterling Investment Advisors | 4.3k | $428k | -15% | Jun 2026 |
|
| Tolleson Wealth Management | 4.1k | $404k | 24% | Mar 2026 |
|
| Pinnacle Wealth Management Advisory | 3.8k | $381k | 1% | Mar 2026 |
|
| Gail Mannix | 3.8k | $381k | 1% | Mar 2026 |
|
| Betterment | 3.8k | $379k | 58% | Mar 2026 |
|
| Madson Wealth Advisors | 3.8k | $378k | 100% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 3.8k | $372k | 100% | Mar 2026 |
|
| Golub Group | 3.5k | $355k | 0% | Jun 2026 |
|
| D.A. Davidson & Co. | 3.5k | $352k | 71% | Jun 2026 |
|
| Morgan Stanley | 3.5k | $343k | 76% | Mar 2026 |
|
| Nautilus Advisors | 3.5k | $342k | 0% | Mar 2026 |
|
| Weatherly Asset Management | 3.4k | $340k | 0% | Mar 2026 |
|
| Simplex Trading | 3.4k | $340k | 100% | Mar 2026 |
|
| Hurlow Wealth Management Group | 3.4k | $338k | 10% | Mar 2026 |
|
| Sanctuary Advisors | 3.3k | $324k | 100% | Mar 2026 |
|
| Centaurus Financial | 3.1k | $311k | 1% | Mar 2026 |
|
| Climber Capital SA | 3.1k | $308k | 0% | Mar 2026 |
|
| Blume Capital Management | 3.0k | $302k | 0% | Jun 2026 |
|
| Knuff & Co | 3.0k | $297k | 275% | Mar 2026 |
|
| Sequoia Financial Advisors | 2.9k | $295k | 0% | Jun 2026 |
|
| XY Planning Network | 2.9k | $290k | 0% | Mar 2026 |
|
| Optima Capital | 2.9k | $292k | 18% | Jun 2026 |
|
| MFA Wealth Services | 2.9k | $284M | 19% | Mar 2026 |
|
| Twin Peaks Wealth Advisors | 2.9k | $283k | 0% | Mar 2026 |
|
| Mercer Global Advisors | 2.8k | $282k | 0% | Mar 2026 |
|
| Private Advisor | 2.8k | $278k | -8% | Mar 2026 |
|
| Parallel Advisors | 2.7k | $272k | 174% | Mar 2026 |
|
| Core Wealth Partners | 2.6k | $266k | 0% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 2.6k | $262k | 8% | Jun 2026 |
|
| Albion Financial Group | 2.6k | $261k | 119% | Jun 2026 |
|
| Gerber Kawasaki Wealth & Investment Management | 2.6k | $255k | 100% | Mar 2026 |
|
| Capital Investment Advisors | 2.6k | $253k | 0% | Mar 2026 |
|
| Aspiriant | 2.5k | $255k | 0% | Jun 2026 |
|
| Rs Crum | 2.5k | $245k | 100% | Mar 2026 |
|
| Invst | 2.5k | $245k | 100% | Mar 2026 |
|
| Moneta Group Investment Advisors | 2.5k | $244k | 0% | Mar 2026 |
|
| Sandy Cove Advisors | 2.4k | $242k | 100% | Jun 2026 |
|
| HighTower Advisors | 2.4k | $235k | 5% | Mar 2026 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.4k | $238k | -37% | Jun 2026 |
|
| Founders Financial Securities | 2.4k | $236k | -3% | Mar 2026 |
|
| Peak Retirement Planning | 2.3k | $232k | 100% | Mar 2026 |
|
| Good Harbor Advisors | 2.3k | $227k | 0% | Jun 2026 |
|
| Pachira Investments | 2.3k | $227k | 1% | Jun 2026 |
|
| Integrity Wealth Solutions | 2.2k | $223k | 100% | Jun 2026 |
|
| Paragon Capital Management | 2.1k | $214k | 1% | Jun 2026 |
|
| 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 |
|---|---|---|---|
| Old Mission Capital | Dec 2025 | 50k | $5.1M |
| Diversify Advisory Services | Dec 2025 | 20k | $2.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 12k | $1.2M |
| J.w. Cole Advisors | Dec 2025 | 5.0k | $501k |
| Sontag Advisory | Dec 2025 | 3.7k | $372k |
| Kovack Advisors | Mar 2026 | 2.5k | $243k |