13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
VTEC

VANGUARD CALIF TAX FREE FDS

178 institutions still hold VANGUARD CALIF TAX FREE FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922021605·178 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.2%
vs prior quarter
13F value held
$723M
65.0% inst. owned
of float
Holders
178
-30 QoQ
filers reporting
Activity
+31 / −77
+795 added · −825 reduced
this quarter
Concentration
60.81%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported VTEC in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 60.8% of the visible book. -30 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$439M4.4M0.07%Q1 202602
Miracle Mile Advisors, LLC
CIK 0001585859
$63M636K0.87%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M337K0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$25M253K0.03%Q1 202605
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$21M210K0.04%Q1 202606
Wedmont Private Capital
CIK 0001904274
$19M195K0.63%Q1 202607
LPL Financial LLC
CIK 0001403438
$19M187K0.00%Q1 202608
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$18M179K0.14%Q1 202609
Pasadena Private Wealth, LLC
CIK 0001760578
$14M139K1.90%Q1 202610
EVOKE WEALTH, LLC
CIK 0001793432
$9M95K0.17%Q1 202611
Concurrent Investment Advisors, LLC
CIK 0002001015
$9M92K0.10%Q1 202612
Corient Private Wealth LLC
CIK 0001948780
$6M65K0.01%Q1 202613
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$6M64K0.85%Q1 202614
Creative Planning
CIK 0001540235
$6M64K0.00%Q1 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M63K0.00%Q1 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$6M60K0.00%Q1 202617
Shared Vision Wealth Group LLC
CIK 0002008178
$6M57K2.32%Q1 202618
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M55K0.03%Q1 202619
Brio Consultants, LLC
CIK 0001747799
$5M54K0.71%Q4 202520
Altiora Financial Group, LLC
CIK 0001986156
$5M50K0.82%Q1 2026
Page 1 of 9
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