13F Insight
DOSSIER · 13F Holders · Q2 2026
VTEC

VANGUARD CALIF TAX FREE FDS

219 institutions still hold VANGUARD CALIF TAX FREE FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922021605·219 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$770M
visible holders
Holders
219
filers reporting
Concentration
54.62%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

219 institutions reported VTEC in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 54.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$421M4.2M0.06%Q2 202602
Miracle Mile Advisors, LLC
CIK 0001585859
$64M634K0.75%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$42M421K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$26M263K0.02%Q2 202605
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$24M235K0.04%Q2 202606
Wedmont Private Capital
CIK 0001904274
$23M246K0.55%Q3 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$23M227K0.14%Q2 202608
MORGAN STANLEY
CIK 0000895421
$22M219K0.00%Q2 202609
LPL Financial LLC
CIK 0001403438
$19M190K0.00%Q2 202610
BAILARD, INC.
CIK 0000750641
$15M163K0.31%Q3 202611
Pasadena Private Wealth, LLC
CIK 0001760578
$14M141K1.80%Q2 202612
Manhattan West Asset Management, LLC
CIK 0001904770
$14M137K2.31%Q2 202613
MAI Capital Management
CIK 0001040197
$10M95K0.04%Q2 202614
Corient Private Wealth LLC
CIK 0001948780
$9M92K0.01%Q2 202615
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M86K0.00%Q2 202616
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$8M87K0.92%Q3 202617
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$8M82K0.10%Q3 202618
Creative Planning
CIK 0001540235
$7M70K0.00%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M63K0.00%Q1 202620
Apella Capital, LLC
CIK 0001801507
$6M66K0.08%Q3 2026
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