VANGUARD CALIF TAX FREE FDS

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VTEC·922021605·US·etf·Unknown - Unknown

TAX EXEMPT BD FD

VTEC (VANGUARD CALIF TAX FREE FDS) is held by 46 institutional investors as of Q1 2026. Largest holders: CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($439.4M), BANK OF AMERICA CORP /DE/ ($33.4M), Cetera Investment Advisers ($25.1M). Net institutional sentiment: Bullish.

46

Holders

Avg rating(11 Elite)

$619.9M

Total Value

73% (47)

Fund Consensus

29 buying - 11 selling

Smart Money Verdict

View all

64Mixed MomentumSingle Source

Institutional (13F)64

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how VTEC's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

14

★★★★

Strong

15

★★★

Solid

7

★★

Below

0

★

Weak

Held by 46 funds

11 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (46)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	4.4M(+8.8%)	$439.4M	0.1%	+2.70%	34
BANK OF AMERICA CORP /DE/	Increased	336,901(+11.0%)	$33.4M	0.0%	+2.22%	32
Cetera Investment Advisers	Decreased	252,836(-7.5%)	$25.1M	0.0%	+3.07%	0
CAPTRUST FINANCIAL ADVISORS	Increased	209,694(+3.2%)	$20.8M	0.0%	+2.48%	29
LPL Financial LLC	Increased	187,339(+78.0%)	$18.6M	0.0%	+0.38%	43
GUGGENHEIM CAPITAL LLC	Increased	178,692(+50.3%)	$17.7M	0.1%	-0.44%	47
Corient Private Wealth LLC	Increased	65,276(+37.1%)	$6.5M	0.0%	+1.54%	36
Creative Planning	Increased	64,366(+8.8%)	$6.4M	0.0%	+2.49%	30
JANE STREET GROUP, LLC	Decreased	62,600(-76.1%)	$6.2M	0.0%	-0.14%	0
JONES FINANCIAL COMPANIES LLLP	Increased	59,835(+50.5%)	$5.9M	0.0%	+0.31%	38
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	55,484(+45.1%)	$5.5M	0.0%	-0.17%	37
Beacon Pointe Advisors, LLC	Increased	42,418(+100.5%)	$4.2M	0.0%	-1.07%	43
GAGotham Asset Management, LLC	Unchanged	39,612	$3.9M	0.0%	+3.57%	0
CITADEL ADVISORS LLC	New	33,334	$3.3M	0.0%	-1.82%	37
RAYMOND JAMES FINANCIAL INC	Decreased	30,803(-0.1%)	$3.1M	0.0%	+2.26%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	22,074(-6.0%)	$2.2M	0.0%	+3.03%	0
OSAIC HOLDINGS, INC.	Decreased	20,034(-10.7%)	$2M	0.0%	+0.70%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	19,941(+68.5%)	$2M	0.0%	+0.16%	38
Quantinno Capital Management LP	Increased	16,285(+38.1%)	$1.6M	0.0%	-0.26%	34
Mariner, LLC	Decreased	15,207(-9.2%)	$1.5M	0.0%	-0.02%	0

Showing 1-20 of 47

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer