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Disclosery

VTEC VANGUARD CALIF TAX FREE FDS

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TAX EXEMPT BD FD (fund)

148 managers (148 13F filers) reported a position in VTEC shares at 2025-12-31, 7,677,019 shares in all. 28 filers opened a position and 12 filers sold out during the quarter.

Managers
148
13F filers
148
New
28
Added
70
Reduced
10
Sold out
12
Shares held by filers
7,677,019

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Co4,077,067$409M0.06%-156,06613F-HRTimelineGroup
Composition Wealth, LLC567,221$56.9M0.82%+13,96813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/303,633$30.4M<0.01%+22,55913F-HRTimelineGroup
Cetera Investment Advisers273,492$27.4M0.03%+32,71013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC262,230$26.3M0.03%+138,28413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS203,167$20.4M0.04%+17,31313F-HRTimeline
Wedmont Private Capital160,113$16.1M0.56%+34,67113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC118,933$11.9M0.09%+60,86013F-HRTimelineGroup
LPL Financial LLC105,244$10.6M<0.01%+19,86613F-HRTimeline
EVOKE WEALTH, LLC100,023$10M0.19%+62,62113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…87,054$8.73M0.1%+49,41013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV63,534$6.37M0.99%+3,86413F-HRTimeline
Creative Planningin group Creative Planning59,166$5.93M<0.01%+8,14513F-HRTimelineGroup
Brio Consultants, LLC54,394$5.45M0.71%+2,94713F-HRTimeline
OLD MISSION CAPITAL LLC50,436$5.06M0.2%+46,71813F-HRTimeline
Altiora Financial Group, LLC50,000$5.01M0.86%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP48,112$4.82M0.01%+10,27513F-HR/ATimelineGroup
Bell Investment Advisors, Inc45,172$4.53M0.72%+12,45613F-HRTimeline
Shared Vision Wealth Group LLC44,510$4.48M1.82%+19,28013F-HRTimeline
PFG Advisors43,921$4.4M0.21%+71313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,749$3.99M<0.01%+13,27813F-HRTimelineGroup
Gotham Asset Management, LLC39,612$3.97M0.01%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…38,241$3.83M0.02%+11,86313F-HRTimelineGroup
NDWM LLC35,138$3.52M2.33%+5,13213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,830$3.09M<0.01%-2,02713F-HRTimelineGroup
Vise Technologies, Inc.25,380$2.54M0.05%new13F-HRTimeline
Root Financial Partners, LLC25,351$2.54M0.13%+3,26613F-HRTimeline
Fort Point Capital Partners LLC24,412$2.46M0.3%+6,85313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,475$2.35M<0.01%-1,76613F-HRTimeline
FLC Capital Advisors22,577$2.26M0.42%+2,33013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,438$2.25M<0.01%+13,86013F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC21,960$2.2M0.35%+1,63313F-HRTimeline
Beacon Pointe Advisors, LLC21,153$2.12M0.01%+17,59613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …19,805$2M0.06%013F-HRTimelineGroup
WEDBUSH SECURITIES INC18,796$1.88M0.05%+5,00013F-HRTimeline
Mariner, LLCin group Mariner, LLC16,747$1.68M<0.01%+6,82213F-HRTimelineGroup
Burton Enright Welch16,716$1.68M0.24%+2,40113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,713$1.58M0.04%new13F-HRTimelineGroup
DeLarme Wealth Management, Inc.15,182$1.52M1.08%13F-HRTimeline
Ducere Wealth Management LLC15,018$1.51M0.58%13F-HR/ATimeline
SteelPeak Wealth, LLC14,667$1.47M0.05%-3,25113F-HRTimeline
Luminvest Wealth Management LLC14,375$1.44M0.4%+2,30313F-HRTimeline
Savvy Advisors, Inc.13,815$1.39M0.04%+11,48313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,146$1.32M<0.01%+6,09813F-HR/ATimelineGroup
EP Wealth Advisors, LLC12,263$1.23M0.01%13F-HRTimeline
WESPAC Advisors SoCal, LLC12,054$1.21M0.24%+2,34513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,831$1.19M<0.01%+2,18413F-HRTimeline
Quantinno Capital Management LP11,791$1.18M<0.01%+7,18913F-HRTimeline
Meridian Wealth Management, LLC11,725$1.18M0.04%013F-HRTimeline
Bridgewater Advisors Inc.10,941$1.1M0.07%+2,97113F-HRTimeline
Geometric Wealth Advisors10,643$1.07M0.14%+11413F-HRTimeline
Ariston Services Group9,735$976K0.57%+2,99813F-HRTimeline
Sand Hill Global Advisors, LLC9,664$969K0.03%+5213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC9,468$949K0.41%+6,92113F-HRTimeline
Joel Isaacson & Co., LLC9,331$936K0.03%+4,00313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,281$931K<0.01%013F-HRTimelineGroup
Apella Capital, LLC8,997$902K0.02%+4,62313F-HRTimeline
North Berkeley Wealth Management, LLC8,322$834K0.49%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,272$829K0.02%013F-HRTimeline
Valmark Advisers, Inc.7,822$784K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,397$741K<0.01%+3,99513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC7,023$704K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,830$685K0.03%+5,54813F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,792$681K0.01%013F-HRTimelineGroup
VAN STRUM & TOWNE INC.6,400$642K0.18%new13F-HRTimeline
Ballast Rock Private Wealth LLC6,177$619K0.39%13F-HRTimeline
SWEENEY & MICHEL, LLC6,115$618K0.18%+2313F-HRTimeline
Retirement Planning Group, LLC6,077$609K0.02%+1213F-HRTimeline
Keystone Wealth Services, LLC5,679$569K0.12%+4413F-HRTimeline
Moss Adams Wealth Advisors LLC5,521$554K0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,133$515K<0.01%-2,36313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,000$501K0.01%013F-HRTimeline
Argyle Capital Partners, LLC5,000$501K0.37%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,890$490K<0.01%+2,67913F-HRTimelineGroup
Stone Summit Wealth LLC4,782$479K0.13%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,668$468K0.07%+67413F-HRTimeline
Elser Financial Planning, Inc4,603$461K0.33%-18013F-HRTimeline
IEQ CAPITAL, LLC4,594$461K<0.01%013F-HRTimeline
NavPoint Financial, Inc.4,568$458K0.2%+1,33513F-HRTimeline
HILL ISLAND FINANCIAL LLC4,278$429K0.1%new13F-HRTimeline
TPG Advisors LLC4,006$402K0.25%013F-HRTimeline
Pandowealth. LLC3,948$396K0.36%13F-HR/ATimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,850$386K0.1%+95013F-HRTimeline
PINNACLE ASSOCIATES LTD3,805$381K<0.01%+1,00513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,805$381K0.03%+1,00513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,716$373K0.04%new13F-HRTimeline
Wealthspire Advisors, LLC3,712$372K<0.01%+313F-HRTimeline
SUMMITRY LLC3,527$354K0.01%013F-HRTimeline
Integrity Investment Advisors, LLC3,509$352K0.19%new13F-HRTimeline
Nautilus Advisors LLC3,449$346K0.23%-52713F-HRTimeline
FMR LLCin group FMR LLC3,443$345K<0.01%new13F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.3,432$344K0.03%new13F-HRTimeline
Kaizen Financial Strategies3,357$337K0.15%+55713F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…3,300$331K0.05%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,120$313K0.01%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.3,110$312K0.08%+9913F-HRTimeline
Climber Capital SA3,110$311K0.2%13F-HRTimeline
Private Advisor Group, LLC3,041$305K<0.01%+25613F-HRTimeline
Range Advisory, LLC3,018$303K0.08%13F-HRTimeline
Blume Capital Management, Inc.3,000$301K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,000$301K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC2,935$294K<0.01%013F-HRTimeline
XY Planning Network, Inc.2,923$293K0.05%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,856$289K0.08%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,847$285K<0.01%-1,26713F-HRTimeline
Tortoise Investment Management, LLC2,640$265K0.02%+1,32013F-HRTimeline
Core Wealth Partners LLC2,639$265K0.12%013F-HRTimeline
Capital Investment Advisors, LLC2,557$256K<0.01%new13F-HRTimeline
ASPIRIANT, LLC2,530$254K0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,463$247K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC2,451$246K0.11%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,432$244K0.01%+1513F-HRTimeline
SageView Advisory Group, LLC2,430$244K0.01%+33513F-HRTimeline
Betterment LLC2,419$243K<0.01%new13F-HRTimeline
MFA Wealth Services2,412$242K0.16%+34313F-HRTimeline
HighTower Advisors, LLC2,252$226K<0.01%new13F-HRTimeline
Good Harbor Advisors, Inc.2,245$225K0.26%13F-HRTimeline
Pachira Investments Inc.2,231$224K0.11%new13F-HRTimeline
Paragon Capital Management Ltd2,103$211K0.04%+2313F-HRTimeline
WealthSpring Partners, LLC2,054$206K0.21%13F-HRTimeline
Roberts Wealth Advisors, LLC2,053$206K0.05%013F-HRTimeline
Equita Financial Network, Inc.2,025$203K0.06%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,000$201K0.16%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,974$198K<0.01%+13513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,254$126K<0.01%013F-HRTimelineGroup
Ares Financial Consulting, LLC1,250$125K0.12%13F-HRTimeline
ALBION FINANCIAL GROUP /UT1,185$119K0.01%+36013F-HRTimeline
Allworth Financial LP1,087$109K<0.01%-2,81613F-HRTimeline
Parallel Advisors, LLC1,000$100K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,000$100K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,000$100K0.02%new13F-HRTimeline
Breakwater Investment Management917$91.9K0.03%+6613F-HRTimeline
Knuff & Co LLC800$80.2K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC795$79.7K0.02%new13F-HRTimeline
WFA of San Diego, LLC785$78.7K0.06%+12513F-HRTimeline
Golden State Wealth Management, LLC705$70.7K0.01%+20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management350$35.1K<0.01%+25013F-HRTimelineGroup
Signature Resources Capital Management,…332$33.3K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…257$25.8K<0.01%+213F-HRTimelineGroup
Tidemark, LLC201$20.2K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC200$20.1K<0.01%013F-HRTimeline
Graney & King, LLC200$20K0.01%new13F-HRTimeline
CVA Family Office, LLC184$18.4K<0.01%013F-HRTimeline
Creative Capital Management Investments…159$15.9K<0.01%new13F-HRTimeline
Addison Advisors LLC140$14K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC100$10K<0.01%new13F-HRTimeline
Elequin Capital, LP3$301<0.01%-12,27213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$54<0.01%013F-HRTimelineGroup