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Disclosery

VTEC VANGUARD CALIF TAX FREE FDS

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TAX EXEMPT BD FD (fund)

60 managers (60 13F filers) reported a position in VTEC shares at 2024-12-31, 2,593,051 shares in all. 20 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
60
New
20
Added
20
Reduced
4
Sold out
5
Shares held by filers
2,593,051

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 Co1,801,709$179M0.03%+1,572,39613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC192,661$19.2M0.03%+130,47713F-HRTimelineGroup
OLD MISSION CAPITAL LLC67,867$6.76M0.16%new13F-HRTimeline
Wedmont Private Capital55,214$5.46M0.29%-51713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,999$4.88M0.01%+43,70813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC32,216$3.21M0.67%+13,90913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,793$3.16M<0.01%+30,84313F-HRTimelineGroup
SteelPeak Wealth, LLC27,394$2.73M0.11%new13F-HRTimeline
PFG Advisors26,531$2.64M0.16%new13F-HRTimeline
Elequin Capital, LP19,991$1.99M0.23%new13F-HRTimeline
FLC Capital Advisors17,754$1.77M0.41%+17613F-HRTimeline
Fort Point Capital Partners LLC17,361$1.73M0.19%+14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,191$1.61M<0.01%-98913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,896$1.58M<0.01%13F-HR/ATimelineGroup
Creative Planningin group Creative Planning15,594$1.55M<0.01%+4,67513F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV15,295$1.52M0.45%new13F-HRTimeline
WEDBUSH SECURITIES INC13,512$1.34M0.05%+3,21313F-HRTimeline
Bridgewealth Advisory Group, LLC11,787$1.17M0.33%+3,02413F-HRTimeline
Beacon Pointe Advisors, LLC10,072$1M0.01%+1,60413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,063$896K0.05%-4,23713F-HRTimelineGroup
HRT FINANCIAL LP8,485$844K<0.01%new13F-HRTimeline
Brio Consultants, LLC8,457$842K0.13%new13F-HRTimeline
North Berkeley Wealth Management, LLC8,322$828K0.84%13F-HRTimeline
Ariston Services Group8,117$808K0.7%new13F-HRTimeline
LPL Financial LLC7,838$780K<0.01%+3,13613F-HRTimeline
Values Added Financial LLC7,298$726K0.42%013F-HRTimeline
Joel Isaacson & Co., LLC7,178$715K0.03%+6413F-HRTimeline
Root Financial Partners, LLC6,002$597K0.07%+213F-HRTimeline
Opes Wealth Management LLC5,650$562K0.12%013F-HRTimeline
Burton Enright Welch5,581$556K0.12%+3,18513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,500$547K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,015$499K<0.01%new13F-HRTimelineGroup
Meridian Wealth Management, LLC4,905$488K0.02%+35013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC4,336$432K0.18%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,261$424K<0.01%new13F-HRTimelineGroup
Nautilus Advisors LLC4,015$400K0.32%13F-HRTimeline
TPG Advisors LLC4,006$399K0.31%013F-HRTimeline
Keystone Wealth Services, LLC3,755$374K0.1%+22513F-HRTimeline
Luminvest Wealth Management LLC3,717$370K0.15%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,597$358K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC3,363$335K<0.01%+51813F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,300$328K0.07%013F-HRTimelineGroup
EVOKE WEALTH, LLC3,023$301K0.01%new13F-HRTimeline
Core Wealth Partners LLC2,639$263K0.15%013F-HRTimeline
Blume Capital Management, Inc.2,500$249K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,500$249K0.01%new13F-HRTimelineGroup
ASPIRIANT, LLC2,470$246K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,284$227K<0.01%013F-HRTimeline
Compass Advisory Group LLC2,243$223K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,159$215K<0.01%+3713F-HR/ATimelineGroup
JDM Financial Group LLC1,216$121K0.06%-1,81513F-HRTimeline
Larson Financial Group LLC1,000$99.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC505$50.3K0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT425$42.3K<0.01%new13F-HRTimeline
CVA Family Office, LLC334$33.2K0.01%013F-HRTimeline
Bell Investment Advisors, Inc101$10K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33$3.29K<0.01%new13F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management20$1.99K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1$100<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.