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Disclosery

VTEC VANGUARD CALIF TAX FREE FDS

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TAX EXEMPT BD FD (fund)

177 managers (177 13F filers) reported a position in VTEC shares at 2026-03-31, 8,791,838 shares in all. 34 filers opened a position and 6 filers sold out during the quarter.

Managers
177
13F filers
177
New
34
Added
84
Reduced
21
Sold out
6
Shares held by filers
8,791,838

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Co4,435,298$439M0.07%+358,23113F-HRTimelineGroup
Composition Wealth, LLC636,348$63M0.87%+69,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/336,901$33.4M<0.01%+33,26813F-HRTimelineGroup
Cetera Investment Advisers252,836$25.1M0.03%-20,65613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS209,694$20.8M0.04%+6,52713F-HRTimeline
Wedmont Private Capital194,623$19.4M0.63%+34,51013F-HRTimeline
LPL Financial LLC187,339$18.6M<0.01%+82,09513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC178,692$17.7M0.14%+59,75913F-HRTimelineGroup
Pasadena Private Wealth, LLC139,033$13.8M1.91%new13F-HRTimeline
EVOKE WEALTH, LLC94,940$9.41M0.17%-5,08313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,431$9.16M0.1%+5,37713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP65,276$6.47M0.01%+17,16413F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV64,475$6.39M0.85%+94113F-HRTimeline
Creative Planningin group Creative Planning64,366$6.38M<0.01%+5,20013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,600$6.2M0.01%-199,63013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59,835$5.9M<0.01%+20,08613F-HRTimelineGroup
Brio Consultants, LLC57,691$5.75M0.7%+3,29713F-HRTimeline
Shared Vision Wealth Group LLC57,477$5.69M2.32%+12,96713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…55,484$5.5M0.03%+17,24313F-HRTimelineGroup
Altiora Financial Group, LLC50,000$4.95M0.82%013F-HRTimeline
Ballast Rock Private Wealth LLC49,652$4.92M2.72%+43,47513F-HRTimeline
PFG Advisors47,737$4.73M0.23%+3,81613F-HRTimeline
Bell Investment Advisors, Inc46,244$4.58M0.72%+1,07213F-HRTimeline
Luminvest Wealth Management LLC45,647$4.52M1.18%+31,27213F-HRTimeline
Integrated Advisors Network LLC43,285$4.29M0.23%new13F-HRTimeline
Beacon Pointe Advisors, LLC42,418$4.2M0.02%+21,26513F-HRTimeline
NDWM LLC41,802$4.14M2.69%+6,66413F-HRTimeline
Gotham Asset Management, LLC39,612$3.92M0.01%013F-HRTimeline
Root Financial Partners, LLC35,913$3.56M0.16%+10,56213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,334$3.3M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,803$3.05M<0.01%-2713F-HRTimelineGroup
Bernzott Capital Advisors30,215$2.99M1.43%new13F-HRTimeline
WEDBUSH SECURITIES INC26,276$2.6M0.08%+7,48013F-HRTimeline
FLC Capital Advisors26,015$2.58M0.47%+3,43813F-HRTimeline
DeLarme Wealth Management, Inc.25,885$2.56M1.65%+10,70313F-HRTimeline
Vise Technologies, Inc.25,380$2.54M0.05%013F-HRTimeline
Fort Point Capital Partners LLC25,160$2.49M0.33%+74813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth24,734$2.45M0.02%new13F-HRTimelineGroup
Manhattan West Asset Management, LLC24,634$2.44M0.48%new13F-HRTimeline
Joel Isaacson & Co., LLC24,361$2.41M0.08%+15,03013F-HRTimeline
FF Advisors,LLC22,979$2.3M0.93%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC22,972$2.3M0.35%+1,01213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC22,611$2.24M0.12%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,074$2.19M<0.01%-1,40113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,947$1.99M+142Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,034$1.99M<0.01%-2,40413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,941$1.98M<0.01%+8,11013F-HRTimeline
Burton Enright Welch19,834$1.97M0.27%+3,11813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,717$1.95M0.05%+4,00413F-HRTimelineGroup
HRT FINANCIAL LP18,824$1.86M<0.01%new13F-HRTimeline
Apella Capital, LLC17,005$1.7M0.03%+8,00813F-HRTimeline
Quantinno Capital Management LP16,285$1.61M<0.01%+4,49413F-HRTimeline
Synergy Financial Group, LTD15,453$1.53M1.15%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC15,207$1.51M<0.01%-1,54013F-HRTimelineGroup
Ducere Wealth Management LLC15,094$1.5M0.59%+7613F-HRTimeline
Savvy Advisors, Inc.14,547$1.44M0.04%+73213F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…14,402$1.43M0.04%new13F-HRTimelineGroup
Ariston Services Group0$1.29M0.77%-9,73513F-HRTimelineAmount filed as zero, left out of ratios.
Valmark Advisers, Inc.12,445$1.23M0.01%+4,62313F-HRTimeline
Platt Wealth Management LLC12,140$1.2M1.17%new13F-HRTimeline
EP Wealth Advisors, LLC12,096$1.2M0.01%-16713F-HRTimeline
Values Added Financial LLC11,991$1.19M0.5%new13F-HRTimeline
Meridian Wealth Management, LLC11,725$1.16M0.04%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,029$1.09M<0.01%-2,11713F-HRTimelineGroup
WESPAC Advisors SoCal, LLC10,821$1.07M0.23%-1,23313F-HRTimeline
Geometric Wealth Advisors10,697$1.06M0.13%+5413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,135$1M<0.01%+2,73813F-HRTimelineGroup
Integrity Investment Advisors, LLC9,800$971K0.53%+6,29113F-HRTimeline
Elequin Capital, LP9,716$963K0.09%+9,71313F-HRTimeline
Sand Hill Global Advisors, LLC9,489$940K0.03%-17513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC9,472$938K0.51%+413F-HRTimeline
Moss Adams Wealth Advisors LLC8,999$892K0.07%+3,47813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,685$860K<0.01%-59613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,604$852K0.01%+1,81213F-HRTimelineGroup
SWEENEY & MICHEL, LLC8,450$845K0.25%+2,33513F-HRTimeline
North Berkeley Wealth Management, LLC8,322$825K0.44%013F-HRTimeline
VAN STRUM & TOWNE INC.7,650$758K0.22%+1,25013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC7,023$696K0.04%13F-HRTimelineGroup
Retirement Planning Group, LLC6,878$681K0.02%+80113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,830$677K0.03%013F-HRTimelineGroup
SteelPeak Wealth, LLC6,657$660K0.02%-8,01013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,426$637K0.01%-1,84613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,930$588K<0.01%+1,04013F-HRTimelineGroup
Keystone Wealth Services, LLC5,700$565K0.12%+2113F-HRTimeline
FMR LLCin group FMR LLC5,693$564K<0.01%+2,25013F-HRTimelineGroup
Stone Summit Wealth LLC5,668$562K0.16%+88613F-HRTimeline
NavPoint Financial, Inc.5,597$555K0.22%+1,02913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,500$545K0.04%+2,50013F-HRTimeline
Integrated Wealth Concepts LLC5,436$539K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC5,222$517K0.04%+2,58213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,177$513K<0.01%+4413F-HRTimelineGroup
Sterling Investment Advisors, Ltd.5,000$495K0.09%new13F-HRTimeline
Argyle Capital Partners, LLC5,000$495K0.36%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,923$488K<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC4,734$469K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,687$464K0.06%+1913F-HRTimeline
IEQ CAPITAL, LLC4,594$455K<0.01%013F-HRTimeline
Elser Financial Planning, Inc4,532$449K0.02%-7113F-HRTimeline
Bridgewater Advisors Inc.4,407$438K0.03%-6,53413F-HRTimeline
Kaizen Financial Strategies4,363$436K0.18%+1,00613F-HRTimeline
HILL ISLAND FINANCIAL LLC4,278$424K0.1%013F-HRTimeline
Roberts Wealth Advisors, LLC4,114$408K0.1%+2,06113F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…4,080$404K0.06%+78013F-HRTimelineGroup
TPG Advisors LLC4,006$397K0.25%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,850$381K0.09%013F-HRTimeline
PINNACLE ASSOCIATES LTD3,840$380K<0.01%+3513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,840$380K0.03%+3513F-HRTimeline
Betterment LLC3,829$379K<0.01%+1,41013F-HRTimeline
Madson Wealth Advisors Inc3,816$378K0.31%13F-HRTimeline
Financial Engines Advisors L.L.C.3,758$372K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,734$370K0.05%+1813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,728$368K<0.01%+2,47413F-HR/ATimelineGroup
SUMMITRY LLC3,527$349K0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY3,465$343K<0.01%+1,49113F-HRTimelineGroup
Nautilus Advisors LLC3,452$342K0.23%+313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.3,432$340K0.03%013F-HRTimeline
SIMPLEX TRADING, LLC3,431$340K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,430$340K0.01%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.3,415$338K0.08%+30513F-HRTimeline
Sanctuary Advisors, LLC3,271$324K<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,136$311K0.01%+1613F-HRTimeline
Climber Capital SA3,110$308K0.2%013F-HRTimeline
Blume Capital Management, Inc.3,000$297K0.05%013F-HRTimeline
Knuff & Co LLC3,000$297K0.09%+2,20013F-HRTimeline
Sequoia Financial Advisors, LLC2,935$291K<0.01%013F-HRTimeline
XY Planning Network, Inc.2,923$290K0.05%013F-HRTimeline
MFA Wealth Services2,866$284K0.19%+45413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,856$283K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,847$282K<0.01%013F-HRTimeline
Private Advisor Group, LLC2,809$278K<0.01%-23213F-HRTimeline
Parallel Advisors, LLC2,745$272K<0.01%+1,74513F-HR/ATimeline
Core Wealth Partners LLC2,639$261K0.12%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,574$255K0.01%new13F-HRTimeline
Capital Investment Advisors, LLC2,557$253K<0.01%013F-HR/ATimeline
ASPIRIANT, LLC2,530$251K0.01%013F-HRTimeline
SageView Advisory Group, LLC2,528$250K0.01%+9813F-HRTimeline
RS CRUM INC.2,475$245K0.05%new13F-HRTimeline
Invst, LLC2,474$245K0.03%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,463$244K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC2,452$243K0.11%+113F-HRTimeline
Kovack Advisors, Inc.2,450$243K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,409$239K<0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,357$235K0.01%-7513F-HR/ATimeline
HighTower Advisors, LLC2,367$235K<0.01%+11513F-HRTimeline
Peak Retirement Planning, Inc.2,337$232K0.05%new13F-HRTimeline
Good Harbor Advisors, Inc.2,251$223K0.24%+613F-HRTimeline
Pachira Investments Inc.2,241$222K0.1%+1013F-HRTimeline
Pandowealth. LLC2,216$220K0.19%-1,73213F-HR/ATimeline
Paragon Capital Management Ltd2,114$209K0.04%+1113F-HRTimeline
WealthSpring Partners, LLC2,059$204K0.19%+513F-HRTimeline
D.A. DAVIDSON & CO.2,050$203K<0.01%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,038$202K0.03%new13F-HRTimeline
Equita Financial Network, Inc.2,025$201K0.06%013F-HRTimeline
Blue Trust, Inc.1,684$167K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC1,256$125K0.1%+613F-HRTimeline
ALBION FINANCIAL GROUP /UT1,185$117K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,100$109K<0.01%+1,00013F-HRTimeline
Allworth Financial LP1,087$108K<0.01%013F-HRTimeline
Larson Financial Group LLC1,000$99.1K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,000$99.1K0.02%013F-HRTimeline
Breakwater Investment Management851$84.3K0.03%-6613F-HRTimeline
Cherry Tree Wealth Management, LLC795$78.8K0.02%013F-HRTimeline
WFA of San Diego, LLC785$77.8K0.06%013F-HRTimeline
Golden State Wealth Management, LLC705$69.9K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management350$34.7K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…332$32.9K0.02%013F-HRTimeline
Addison Advisors LLC290$28.7K0.01%+15013F-HRTimeline
CVA Family Office, LLC263$26.1K<0.01%+7913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…259$25.6K<0.01%+213F-HR/ATimelineGroup
IFP Advisors, Inc251$24.9K<0.01%new13F-HRTimeline
Tidemark, LLC201$19.9K0.01%013F-HRTimeline
Graney & King, LLC201$19.9K0.01%+113F-HRTimeline
PITTENGER & ANDERSON INC200$19.8K<0.01%013F-HRTimeline
Creative Capital Management Investments…173$17.1K<0.01%+1413F-HRTimeline
Steward Partners Investment Advisory, L…100$9.91K<0.01%new13F-HRTimeline
Triumph Capital Management25$2.48K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$136<0.01%013F-HR/ATimelineGroup