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 csvTop 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 | 4.2M | $421M | -6% | Jun 2026 |
|
| Sixth Street Partners Management Company | 4.2M | $421M | 100% | Jun 2026 |
|
| Miracle Mile Advisors | 634k | $64M | 0% | Jun 2026 |
|
| Bank of America Corporation | 421k | $42M | 25% | Jun 2026 |
|
| Cetera Investment Advisers | 263k | $27M | 4% | Jun 2026 |
|
| Wedmont Private Capital | 246k | $23M | 1% | Sep 2026 |
|
| Captrust Financial Advisors | 235k | $24M | 12% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 227k | $23M | 27% | Jun 2026 |
|
| LPL Financial | 190k | $19M | 1% | Jun 2026 |
|
| Bailard | 163k | $15M | 687% | Sep 2026 |
|
| Pasadena Private Wealth | 141k | $14M | 1% | Jun 2026 |
|
| Manhattan West Asset Management | 137k | $14M | 458% | Jun 2026 |
|
| Tarbox | 122k | $12M | 100% | Sep 2026 |
|
| MAI Wealth Advisors | 95k | $9.6M | 100% | Jun 2026 |
|
| CI Private Wealth | 92k | $9.2M | 40% | Jun 2026 |
|
| Eclectic Associates | 87k | $8.2M | 10% | Sep 2026 |
|
| Jones Financial Companies, L.L | 86k | $8.6M | 43% | Jun 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 82k | $7.8M | 119% | Sep 2026 |
|
| Slow Capital | 79k | $7.5M | 1474% | Sep 2026 |
|
| Creative Planning | 70k | $7.0M | 8% | Jun 2026 |
|
| Apella Capital | 66k | $6.1M | 170% | Sep 2026 |
|
| Brio Consultants | 59k | $5.9M | 2% | Jun 2026 |
|
| Vise Technologies | 58k | $5.5M | 30% | Sep 2026 |
|
| Concurrent Investment Advisors | 57k | $5.4M | -38% | Sep 2026 |
|
| Mission Wealth Management | 54k | $5.1M | 100% | Sep 2026 |
|
| Ballast Rock Private Wealth | 50k | $4.8M | 1% | Sep 2026 |
|
| PFG Advisors | 50k | $4.7M | 3% | Sep 2026 |
|
| Altiora Financial Group | 50k | $5.0M | 0% | Jun 2026 |
|
| Beacon Pointe Advisors | 48k | $4.8M | 13% | Jun 2026 |
|
| Root Financial Partners | 48k | $4.5M | 51% | Sep 2026 |
|
| Bell Investment Advisors | 47k | $4.4M | 0% | Sep 2026 |
|
| Bernzott Capital Advisors | 44k | $4.2M | 4% | Sep 2026 |
|
| United Capital Financial Advisers | 44k | $4.4M | -22% | Jun 2026 |
|
| NDWM | 43k | $4.4M | 4% | Jun 2026 |
|
| Fort Point Capital Partners | 42k | $4.2M | 66% | Jun 2026 |
|
| FF Advisors | 41k | $3.9M | 80% | Sep 2026 |
|
| Gotham Asset Management | 40k | $4.0M | 0% | Jun 2026 |
|
| Luminvest Wealth Management | 38k | $3.6M | 8% | Sep 2026 |
|
| Advisor Group Holdings | 37k | $3.7M | 82% | Jun 2026 |
|
| Joel Isaacson & Co | 37k | $3.7M | 50% | Jun 2026 |
|
| Moss Adams Wealth Advisors | 30k | $2.9M | 140% | Sep 2026 |
|
| Citadel Advisors | 29k | $2.9M | -36% | Jun 2026 |
|
| Raymond James Financial | 29k | $2.9M | -5% | Jun 2026 |
|
| FLC Capital Advisors | 28k | $2.9M | 9% | Jun 2026 |
|
| DeLarme Wealth Management | 28k | $2.6M | -14% | Sep 2026 |
|
| Financial Management Network | 28k | $2.6M | 11% | Sep 2026 |
|
| Natixis Asset Management Advisors | 28k | $2.8M | 100% | Jun 2026 |
|
| Commonwealth Equity Services | 27k | $2.7M | 21% | Jun 2026 |
|
| Burton Enright Welch | 27k | $2.7M | 33% | Jun 2026 |
|
| Wedbush Morgan Securities | 26k | $2.4M | -12% | Sep 2026 |
|
| Evolve Private Wealth | 24k | $2.4M | 7% | Jun 2026 |
|
| Three Arch Wealth Management | 23k | $2.2M | -20% | Sep 2026 |
|
| Entruity Wealth | 23k | $2.3M | 100% | Jun 2026 |
|
| Tower Research Capital | 23k | $2.3M | 16% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 23k | $2.1M | 9% | Sep 2026 |
|
| Jpmorgan Chase & Co | 22k | $2.2M | 100% | Jun 2026 |
|
| Catalyst Private Wealth | 21k | $2.0M | 183% | Sep 2026 |
|
| International Assets Investment Management | 20k | $520k | 264% | Sep 2026 |
|
| Diversify Advisory Services | 20k | $1.9M | 0% | Sep 2026 |
|
| Diversify Wealth Management | 20k | $1.9M | 0% | Sep 2026 |
|
| ValMark Advisers | 20k | $2.0M | 57% | Jun 2026 |
|
| Satovsky Asset Management | 19k | $1.9M | 100% | Jun 2026 |
|
| Wrapmanager | 19k | $1.9M | 100% | Jun 2026 |
|
| Platt Wealth Management | 19k | $1.9M | 57% | Jun 2026 |
|
| Kingswood Wealth Advisors | 17k | $1.6M | -11% | Sep 2026 |
|
| Freestone Capital Holdings | 17k | $1.7M | 16% | Jun 2026 |
|
| Quantinno Capital Management | 16k | $1.6M | 1% | Jun 2026 |
|
| Burling Wealth Partners | 16k | $1.6M | 100% | Jun 2026 |
|
| Ducere Wealth Management | 15k | $1.5M | 1% | Jun 2026 |
|
| Colony | 15k | $1.5M | 100% | Jun 2026 |
|
| Savvy Advisors | 15k | $1.5M | 3% | Jun 2026 |
|
| Legal Advantage Investments | 15k | $1.4M | 100% | Sep 2026 |
|
| Buckingham Strategic Partners | 15k | $1.5M | -40% | Jun 2026 |
|
| Ariston Services Group | 15k | $1.4M | 13% | Sep 2026 |
|
| Elequin Capital | 14k | $1.4M | 39% | Jun 2026 |
|
| Mariner Wealth Advisors | 13k | $1.3M | -17% | Jun 2026 |
|
| EP Wealth Advisors | 12k | $1.3M | 3% | Jun 2026 |
|
| Envestnet Asset Management | 12k | $1.2M | 103% | Jun 2026 |
|
| Meridian Wealth Management | 12k | $1.2M | 0% | Jun 2026 |
|
| Van Strum & Towne | 12k | $1.2M | 52% | Jun 2026 |
|
| Integrated Advisors Network | 11k | $1.1M | 43% | Sep 2026 |
|
| North Berkeley Wealth Management | 11k | $1.1M | 35% | Jun 2026 |
|
| Royal Bank of Canada | 11k | $1.1M | 9% | Jun 2026 |
|
| Geometric Wealth Advisors | 11k | $1.1M | 1% | Jun 2026 |
|
| Raub Brock Capital Management | 10k | $957k | 0% | Sep 2026 |
|
| BFSG | 9.8k | $928k | 100% | Sep 2026 |
|
| Sweeney & Michel | 9.7k | $913k | 2% | Sep 2026 |
|
| Sand Hill Advisors | 9.5k | $955k | 0% | Jun 2026 |
|
| Crux Wealth Advisors | 9.3k | $933k | 100% | Jun 2026 |
|
| Grant Street Asset Management | 9.1k | $862k | -9% | Sep 2026 |
|
| Cresset Asset Management | 8.8k | $881k | 100% | Jun 2026 |
|
| AQR Capital Management | 8.7k | $874k | 0% | Jun 2026 |
|
| NavPoint Financial | 8.4k | $795k | 31% | Sep 2026 |
|
| Sincerus Advisory | 8.4k | $791k | 100% | Sep 2026 |
|
| M Wealth Management | 8.2k | $770k | 105% | Sep 2026 |
|
| Oppenheimer & Co | 8.1k | $764k | 0% | Sep 2026 |
|
| Prospect Financial Group | 7.8k | $783k | 100% | Jun 2026 |
|
| Sanctuary Advisors | 7.5k | $754k | 129% | Jun 2026 |
|
| HPM Partners | 7.4k | $745k | 43% | Jun 2026 |
|
| Prosperity Financial Group | 7.3k | $685k | 100% | Sep 2026 |
|
| Northwestern Mutual Wealth Management Company | 7.1k | $709k | -36% | Jun 2026 |
|
| Integrated Wealth Concepts | 7.0k | $708k | 29% | Jun 2026 |
|
| Vanguard National Trust | 7.0k | $707k | 0% | Jun 2026 |
|
| WorthPointe | 7.0k | $701k | 100% | Jun 2026 |
|
| Willow Creek Wealth Management | 6.9k | $649k | -9% | Sep 2026 |
|
| Ameritas Advisory Services | 6.8k | $687k | 0% | Jun 2026 |
|
| Albion Financial Group | 6.3k | $598k | 145% | Sep 2026 |
|
| Mml Investors Services | 6.3k | $636k | 100% | Jun 2026 |
|
| Brookstone Capital Management | 6.3k | $594k | 9% | Sep 2026 |
|
| Roberts Wealth Advisors | 6.3k | $591k | 12% | Sep 2026 |
|
| Pinnacle Wealth Management Advisory | 6.1k | $573k | 58% | Sep 2026 |
|
| Gail Mannix | 6.1k | $573k | 58% | Sep 2026 |
|
| Chris Bulman | 5.8k | $546k | 0% | Sep 2026 |
|
| TPG Advisors | 5.8k | $543k | 26% | Sep 2026 |
|
| New Insight Wealth Advisors | 5.7k | $577k | 100% | Jun 2026 |
|
| J. Safra Sarasin Holding | 5.7k | $560k | 100% | Sep 2026 |
|
| Ashton Thomas Private Wealth | 5.4k | $545k | 58% | Jun 2026 |
|
| Kaizen Financial Strategies | 5.4k | $506k | 23% | Sep 2026 |
|
| Retirement Planning Group | 5.3k | $499k | 32% | Sep 2026 |
|
| Fiduciary Financial Group | 5.1k | $476k | 8% | Sep 2026 |
|
| WESPAC Advisors SoCal | 5.0k | $472k | 0% | Sep 2026 |
|
| Argyle Capital Partners | 5.0k | $471k | 0% | Sep 2026 |
|
| J.w. Cole Advisors | 5.0k | $503k | 100% | Jun 2026 |
|
| Align Financial | 5.0k | $467k | 100% | Sep 2026 |
|
| Ieq Capital | 4.9k | $493k | 7% | Jun 2026 |
|
| Aprio Wealth Management | 4.8k | $450k | 0% | Sep 2026 |
|
| FMR | 4.7k | $476k | -17% | Jun 2026 |
|
| Integral Investment Advisors | 4.7k | $471k | 22% | Jun 2026 |
|
| Independent Financial Group | 4.6k | $438k | -13% | Sep 2026 |
|
| D.A. Davidson & Co. | 4.6k | $436k | 32% | Sep 2026 |
|
| Capital Advantage | 4.6k | $435k | 3% | Sep 2026 |
|
| Madson Wealth Advisors | 4.4k | $412k | 0% | Sep 2026 |
|
| Farther Finance Advisors | 4.4k | $410k | 107% | Sep 2026 |
|
| Sterling Investment Advisors | 4.3k | $401k | 0% | Sep 2026 |
|
| Sowell Financial Services | 4.2k | $399k | 0% | Sep 2026 |
|
| Keystone Wealth Services | 4.2k | $425k | -26% | Jun 2026 |
|
| Centaurus Financial | 4.2k | $419k | 33% | Jun 2026 |
|
| Bridgewater Advisors | 4.1k | $403k | -7% | Jun 2026 |
|
| Tolleson Wealth Management | 4.1k | $410k | 0% | Jun 2026 |
|
| HCR Wealth Advisors | 4.0k | $379k | 0% | Sep 2026 |
|
| Financial Engines Advisors L.L.C | 3.8k | $383k | 1% | Jun 2026 |
|
| Hurlow Wealth Management Group | 3.8k | $355k | 3% | Sep 2026 |
|
| Betterment | 3.7k | $373k | -3% | Jun 2026 |
|
| Wealthgarden F.s | 3.6k | $364k | 100% | Jun 2026 |
|
| Golub Group | 3.5k | $355k | 0% | Jun 2026 |
|
| Elmwood Wealth Management | 3.5k | $328k | 100% | Sep 2026 |
|
| Weatherly Asset Management | 3.4k | $324k | 0% | Sep 2026 |
|
| Mercer Global Advisors | 3.4k | $343k | 20% | Jun 2026 |
|
| Sontag Advisory | 3.4k | $339k | 100% | Jun 2026 |
|
| Simplicity Wealth | 3.3k | $315k | 100% | Sep 2026 |
|
| Good Harbor Advisors | 3.3k | $313k | 47% | Sep 2026 |
|
| Elser Financial Planning | 3.3k | $308k | -13% | Sep 2026 |
|
| Tortoise Investment Management | 2.4k | $244k | -54% | Jun 2026 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.4k | $238k | -37% | Jun 2026 |
|
Who sold out of Vanguard Calif Tax Free Fds?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Evoke Wealth | Mar 2026 | 95k | $9.4M |
| Jane Street | Mar 2026 | 63k | $6.2M |
| Shared Vision Wealth Group | Mar 2026 | 58k | $5.7M |
| Hrt Financial | Mar 2026 | 19k | $1.9M |
| Manchester Capital Management | Jun 2026 | 18k | $1.8M |
| Synergy Financial Group | Mar 2026 | 16k | $1.5M |
| Values Added Financial | Jun 2026 | 13k | $1.3M |
| Integrity Investment Advisors | Mar 2026 | 9.8k | $971k |
| Steel Peak Wealth Management | Jun 2026 | 6.7k | $670k |
| Stone Point Wealth | Jun 2026 | 6.0k | $603k |
| Goldman Sachs Group | Mar 2026 | 4.9k | $488k |
| AlphaCore Capital | Mar 2026 | 4.7k | $469k |
| Simplex Trading | Mar 2026 | 3.4k | $340k |