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Disclosery

VTEC VANGUARD CALIF TAX FREE FDS

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TAX EXEMPT BD FD (fund)

210 managers (212 13F filers) reported a position in VTEC shares at 2026-06-30, 9,491,866 shares in all. 49 filers opened a position and 16 filers sold out during the quarter.

Managers
210
13F filers
212
New
49
Added
90
Reduced
30
Sold out
16
Shares held by filers
9,491,866

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,181,993$421M0.06%-253,30513F-HRTimelineGroup
Composition Wealth, LLC633,969$63.8M0.75%-2,37913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/420,883$42.3M<0.01%+83,98213F-HRTimelineGroup
Cetera Investment Advisers263,318$26.5M0.02%+10,48213F-HRTimeline
Wedmont Private Capital244,141$24.4M0.67%+49,51813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS235,300$23.7M0.04%+25,60613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC227,332$22.9M0.15%+48,64013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY219,452$22.1M<0.01%+215,98713F-HRTimelineGroup
LPL Financial LLC189,536$19.1M<0.01%+2,19713F-HRTimeline
Pasadena Private Wealth, LLC140,810$14.2M1.81%+1,77713F-HRTimeline
Manhattan West Asset Management, LLC137,411$13.8M2.31%+112,77713F-HRTimeline
MAI Capital Management95,428$9.6M0.04%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,114$9.27M0.08%-31713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP91,669$9.22M0.01%+26,39313F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,654$8.61M<0.01%+25,81913F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV78,851$7.93M0.9%+14,37613F-HRTimeline
Creative Planningin group Creative Planning69,671$7.01M<0.01%+5,30513F-HRTimelineGroup
Brio Consultants, LLC58,901$5.93M0.69%+1,21013F-HRTimeline
Ballast Rock Private Wealth LLC50,048$5.03M2.33%+39613F-HRTimeline
Altiora Financial Group, LLC50,000$5.03M0.79%013F-HRTimeline
PFG Advisors48,855$4.91M0.25%+1,11813F-HRTimeline
Beacon Pointe Advisors, LLC47,768$4.81M0.02%+5,35013F-HRTimeline
Bell Investment Advisors, Inc46,838$4.71M0.69%+59413F-HRTimeline
Vise Technologies, Inc.44,658$4.49M0.05%+19,27813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…43,500$4.37M0.02%-11,98413F-HRTimelineGroup
NDWM LLC43,280$4.35M2.56%+1,47813F-HRTimeline
Bernzott Capital Advisors42,692$4.29M1.72%+12,47713F-HRTimeline
Fort Point Capital Partners LLC41,652$4.19M0.45%+16,49213F-HRTimeline
Gotham Asset Management, LLC39,612$3.98M0.01%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding39,612$3.91M+19,665Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC37,566$3.78M0.05%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,518$3.67M<0.01%+16,48413F-HRTimelineGroup
Joel Isaacson & Co., LLC36,450$3.67M0.11%+12,08913F-HRTimeline
Luminvest Wealth Management LLC35,370$3.56M0.83%-10,27713F-HRTimeline
DeLarme Wealth Management, Inc.32,557$3.28M1.9%+6,67213F-HRTimeline
Root Financial Partners, LLC31,614$3.18M0.12%-4,29913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding30,128$3.03M+5,394Timeline
WEDBUSH SECURITIES INC29,276$2.94M0.08%+3,00013F-HRTimeline
Three Arch Wealth Management LLC29,203$2.94M0.45%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,186$2.94M<0.01%-1,61713F-HRTimelineGroup
FLC Capital Advisors28,339$2.85M0.47%+2,32413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,674$2.78M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,627$2.68M<0.01%+4,55313F-HRTimeline
Burton Enright Welch26,470$2.66M0.31%+6,63613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC25,044$2.49M0.36%+2,07213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC24,183$2.43M0.15%+1,57213F-HRTimeline
Apella Capital, LLC24,267$2.43M0.03%+7,26213F-HRTimeline
Entruity Wealth, LLC23,081$2.32M1.5%new13F-HRTimeline
FF Advisors,LLC22,979$2.31M0.87%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,891$2.3M0.06%+3,17413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,493$2.16M<0.01%+17,76513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,834$2.09M<0.01%+89313F-HRTimeline
BAILARD, INC.20,690$2.08M0.04%new13F-HRTimeline
Valmark Advisers, Inc.19,564$1.97M0.02%+7,11913F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC19,287$1.94M0.31%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,268$1.94M0.08%new13F-HRTimeline
WRAPMANAGER INC19,200$1.93M0.6%new13F-HRTimeline
Platt Wealth Management LLC19,021$1.91M1.54%+6,88113F-HRTimeline
Manchester Capital Management LLC18,000$1.81M0.24%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,116$1.72M<0.01%-16,21813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…16,704$1.68M0.04%+2,30213F-HRTimelineGroup
Quantinno Capital Management LP16,378$1.65M<0.01%+9313F-HRTimeline
BURLING WEALTH PARTNERS, LLC15,556$1.56M0.23%new13F-HRTimeline
Ducere Wealth Management LLC15,212$1.53M0.46%+11813F-HRTimeline
Savvy Advisors, Inc.15,046$1.51M0.03%+49913F-HRTimeline
Elequin Capital, LP13,497$1.36M0.05%+3,78113F-HRTimeline
Values Added Financial LLC13,149$1.32M0.48%+1,15813F-HRTimeline
Ariston Services Group13,025$1.31M0.72%+13,02513F-HRTimeline
Moss Adams Wealth Advisors LLC12,680$1.28M0.08%+3,68113F-HRTimeline
Mariner, LLCin group Mariner, LLC12,657$1.27M<0.01%-2,55013F-HRTimelineGroup
EP Wealth Advisors, LLC12,427$1.25M<0.01%+33113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,011$1.21M<0.01%+6,08113F-HRTimelineGroup
Meridian Wealth Management, LLC11,725$1.18M0.04%013F-HRTimeline
VAN STRUM & TOWNE INC.11,650$1.17M0.32%+4,00013F-HRTimeline
North Berkeley Wealth Management, LLC11,276$1.13M0.46%+2,95413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,067$1.11M<0.01%+93213F-HRTimelineGroup
Geometric Wealth Advisors10,780$1.08M0.12%+8313F-HRTimeline
Raub Brock Capital Management LP10,105$1.02M0.28%new13F-HRTimeline
Grant Street Asset Management, Inc.10,063$1.01M0.17%new13F-HRTimeline
Sand Hill Global Advisors, LLC9,489$955K0.03%013F-HRTimeline
SWEENEY & MICHEL, LLC9,476$939K0.25%+1,02613F-HRTimeline
CRUX WEALTH ADVISORS9,274$933K0.32%new13F-HRTimeline
Cresset Asset Management, LLC8,754$881K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,685$874K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,104$815K0.01%-50013F-HRTimelineGroup
Integrated Advisors Network LLC7,971$802K0.04%-35,31413F-HRTimeline
Prospect Financial Group LLC7,784$783K0.63%new13F-HRTimeline
Sanctuary Advisors, LLC7,491$754K<0.01%+4,22013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,403$745K<0.01%+2,22613F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC7,392$744K0.36%-2,08013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,051$709K<0.01%-3,97813F-HRTimelineGroup
Integrated Wealth Concepts LLC7,034$708K<0.01%+1,59813F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC7,023$707K0.04%013F-HRTimelineGroup
WorthPointe, LLC6,970$701K0.18%new13F-HRTimeline
Stonebridge Financial Group, LLC/CA6,916$695K0.1%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,830$687K0.01%013F-HRTimelineGroup
SteelPeak Wealth, LLC6,657$670K0.02%013F-HRTimeline
NavPoint Financial, Inc.6,445$648K0.24%+84813F-HRTimeline
MML INVESTORS SERVICES, LLC6,324$636K<0.01%new13F-HRTimeline
Stone Summit Wealth LLC5,989$602K0.15%+32113F-HRTimeline
Chris Bulman Inc5,794$583K0.21%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,794$583K0.01%new13F-HRTimelineGroup
New Insight Wealth Advisors5,737$577K0.17%new13F-HRTimeline
Roberts Wealth Advisors, LLC5,597$563K0.13%+1,48313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,500$552K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,421$545K0.01%+1,99113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,306$534K0.01%-1,12013F-HRTimeline
Slow Capital, Inc.5,041$507K0.06%new13F-HRTimeline
WESPAC Advisors SoCal, LLC5,004$503K0.09%-5,81713F-HRTimeline
J.W. COLE ADVISORS, INC.5,000$503K0.01%new13F-HRTimeline
Argyle Capital Partners, LLC5,000$503K0.32%013F-HRTimeline
IEQ CAPITAL, LLC4,900$493K<0.01%+30613F-HRTimeline
Aprio Wealth Management, LLC4,774$480K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC4,732$476K<0.01%-96113F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC4,699$473K0.05%+1213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,680$471K0.1%+83013F-HRTimeline
TPG Advisors LLC4,555$458K0.25%+54913F-HRTimeline
Capital Advantage, Inc.4,500$453K0.06%new13F-HRTimeline
Madson Wealth Advisors Inc4,368$439K0.3%+55213F-HRTimeline
Kaizen Financial Strategies4,370$438K0.17%+713F-HRTimeline
Sterling Investment Advisors, Ltd.4,250$428K0.07%-75013F-HRTimeline
Keystone Wealth Services, LLC4,227$425K0.08%-1,47313F-HRTimeline
Sowell Financial Services LLC4,217$424K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.4,166$419K0.02%+1,03013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,080$410K0.06%013F-HRTimelineGroup
Retirement Planning Group, LLC4,022$405K0.01%-2,85613F-HRTimeline
HCR Wealth Advisors4,015$404K0.04%new13F-HRTimeline
Bridgewater Advisors Inc.4,098$403K0.02%-30913F-HRTimeline
M Wealth Management, LLC3,989$401K0.32%new13F-HRTimeline
PINNACLE ASSOCIATES LTD3,840$386K<0.01%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,840$386K0.02%013F-HRTimeline
Financial Engines Advisors L.L.C.3,804$383K<0.01%+4613F-HRTimeline
Elser Financial Planning, Inc3,762$378K0.02%-77013F-HRTimeline
Betterment LLC3,705$373K<0.01%-12413F-HRTimeline
Hurlow Wealth Management Group, Inc.3,665$369K0.08%+25013F-HRTimeline
WEALTHGARDEN F.S. LLC3,620$364K0.21%new13F-HRTimeline
SUMMITRY LLC3,527$355K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.3,497$352K<0.01%+1,44713F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,432$345K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,405$343K<0.01%+55813F-HR/ATimeline
Wealthspire Advisors, LLC3,366$339K<0.01%new13F-HRTimeline
Climber Capital SA3,110$312K0.19%013F-HRTimeline
Aureus Asset Management, LLC3,000$302K0.02%new13F-HRTimeline
Blume Capital Management, Inc.3,000$302K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC2,935$295K<0.01%013F-HRTimeline
XY Planning Network, Inc.2,923$294K0.04%013F-HRTimeline
OPTIMA CAPITAL LLC2,904$292K0.12%+45213F-HRTimeline
MFA Wealth Services2,878$290K0.17%+1213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,856$287K0.07%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,819$284K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC2,745$276K<0.01%013F-HRTimeline
Core Wealth Partners LLC2,639$265K0.11%013F-HRTimeline
Global Retirement Partners, LLC2,612$263K<0.01%13F-HRTimeline
Cambridge Investment Research Advisors,…2,605$262K<0.01%+19613F-HR/ATimeline
CCG WEALTH MANAGEMENT, LLC2,594$261K0.06%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT2,590$261K0.02%+1,40513F-HRTimeline
SageView Advisory Group, LLC2,567$258K0.01%+3913F-HRTimeline
Capital Investment Advisors, LLC2,557$257K<0.01%013F-HRTimeline
HighTower Advisors, LLC2,538$255K<0.01%+17113F-HRTimeline
ASPIRIANT, LLC2,530$255K0.01%013F-HRTimeline
WealthSpring Partners, LLC2,517$253K0.22%+45813F-HRTimeline
M. Kulyk & Associates, LLC2,512$253K0.04%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,500$252K<0.01%new13F-HRTimelineGroup
Knuff & Co LLC2,500$252K0.06%-50013F-HRTimeline
HILL ISLAND FINANCIAL LLC2,478$249K0.05%-1,80013F-HRTimeline
RS CRUM INC.2,475$249K0.05%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,475$249K<0.01%+1213F-HRTimeline
Invst, LLC2,474$249K0.02%013F-HRTimeline
Leo H. Evart, Inc.2,471$249K0.2%new13F-HRTimeline
Tortoise Investment Management, LLC2,420$243K0.02%-2,80213F-HRTimeline
Sandy Cove Advisors, LLC2,407$242K0.06%new13F-HRTimeline
Arlington Financial Advisors, LLC2,387$240K0.03%new13F-HRTimeline
Pandowealth. LLC2,387$240K0.2%+17113F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,364$238K0.03%-1,37013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,338$235K0.01%-23613F-HRTimeline
Good Harbor Advisors, Inc.2,260$227K0.22%+913F-HRTimeline
Pachira Investments Inc.2,255$227K0.09%+1413F-HRTimeline
Clark Capital Management Group, Inc.2,250$226K<0.01%new13F-HRTimeline
Allworth Financial LP2,238$225K<0.01%+1,15113F-HRTimeline
Integrity Wealth Solutions LLC2,215$223K0.08%new13F-HRTimeline
Paragon Capital Management Ltd2,130$214K0.04%+1613F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,129$214K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,129$214K0.01%-22813F-HRTimeline
Compound Planning, Inc.2,110$212K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,100$211K<0.01%+1,00013F-HRTimeline
Equita Financial Network, Inc.2,025$204K0.06%013F-HRTimeline
Value Investment Professionals, LLC2,021$203K0.17%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,000$201K0.01%new13F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,000$201K0.14%new13F-HRTimeline
Ares Financial Consulting, LLC1,266$127K0.09%+1013F-HRTimeline
Rialto Wealth Management, LLC1,085$109K0.02%+8513F-HRTimeline
Larson Financial Group LLC1,000$101K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC860$86.5K0.13%13F-HRTimeline
Breakwater Investment Management851$85.6K0.03%013F-HRTimeline
Golden State Wealth Management, LLC705$70.9K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management350$35.2K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…332$33.4K0.01%013F-HRTimeline
Addison Advisors LLC330$33.2K0.02%+4013F-HRTimeline
CVA Family Office, LLC263$26.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…261$26.2K<0.01%+213F-HRTimelineGroup