VTEC VANGUARD CALIF TAX FREE FDS
FollowTAX EXEMPT BD FD (fund)
Filings received so far for Q3 2026: 8 13F filers report a position in VTEC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Wedmont Private Capital | 246,073 | $23.1M | 0.55% | +1,932 | 13F-HRTimeline |
| ECLECTIC ASSOCIATES INC /ADV | 87,103 | $8.21M | 0.92% | +8,252 | 13F-HRTimeline |
| Apella Capital, LLC | 65,501 | $6.14M | 0.08% | +41,234 | 13F-HRTimeline |
| FINANCIAL MANAGEMENT NETWORK INC | 27,756 | $2.61M | 0.38% | +2,712 | 13F-HRTimeline |
| Sincerus Advisory, LLC | 8,385 | $791K | 0.52% | new | 13F-HRTimeline |
| Kaizen Financial Strategies | 5,368 | $506K | 0.2% | +998 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 4,350 | $410K | <0.01% | +2,250 | 13F-HRTimeline |
| Paragon Capital Management Ltd | 2,136 | $201K | 0.04% | +6 | 13F-HRTimeline |