Who Owns VANGUARD CALIF TAX FREE FDS (VTEC)?Hedge Fund & Institutional Holders

$100.14-0.10 (-0.09%)BATS

Institutional Holders

60

as of QNaN NaN

Total Institutional Value

$302.9T

% of Float Held

QoQ Change in Holders

+60 / -0

Price History

$95.75$97.27$98.79$100.31$101.83Oct 24Jun 25Mar 26

VTEC — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNew2.3M$222.6T41.72%
CAPTRUST FINANCIAL ADVISORSNew116K$11.4T28.52%
BANK OF AMERICA CORP /DE/New77K$7.5T0.61%
Wedmont Private CapitalNew67K$6.4T0.33%
JANE STREET GROUP, LLCNew48K$4.7T1.19%
PFG AdvisorsNew40K$3.9T0.22%
Gotham Asset Management, LLCNew40K$3.9T32.52%
JONES FINANCIAL COMPANIES LLLPNew16K$3.4T3.06%
ECLECTIC ASSOCIATES INC /ADVNew34K$3.3T0.90%
ROYAL BANK OF CANADANew30K$2.9T0.61%
FINANCIAL MANAGEMENT NETWORK INCNew29K$2.8T0.63%
SteelPeak Wealth, LLCNew27K$2.7T0.11%
Elequin Capital, LPNew22K$2.2T0.27%
EVOKE WEALTH, LLCNew21K$2.1T0.05%
FLC Capital AdvisorsNew21K$2.0T0.46%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,262,138$222.6T41.72%New
2CAPTRUST FINANCIAL ADVISORS115,548$11.4T28.52%New
3BANK OF AMERICA CORP /DE/76,597$7.5T0.61%New
4Wedmont Private Capital67,149$6.4T0.33%New
5JANE STREET GROUP, LLC48,095$4.7T1.19%New
6PFG Advisors39,657$3.9T0.22%New
7Gotham Asset Management, LLC39,612$3.9T32.52%New
8JONES FINANCIAL COMPANIES LLLP15,851$3.4T3.06%New
9ECLECTIC ASSOCIATES INC /ADV34,039$3.3T0.90%New
10ROYAL BANK OF CANADA29,596$2.9T0.61%New
11FINANCIAL MANAGEMENT NETWORK INC28,987$2.8T0.63%New
12SteelPeak Wealth, LLC27,394$2.7T0.11%New
13Elequin Capital, LP22,096$2.2T0.27%New
14EVOKE WEALTH, LLC20,995$2.1T0.05%New
15FLC Capital Advisors20,821$2.0T0.46%New
16RAYMOND JAMES FINANCIAL INC18,765$1.8T0.70%New
17COMMONWEALTH EQUITY SERVICES, LLC17,801$1.8T2.48%New
18Blue Oak Capital, LLC17,665$1.7T0.96%New
19Fort Point Capital Partners LLC17,448$1.7T0.19%New
20Creative Planning15,912$1.6T1.47%New
21OLD MISSION CAPITAL LLC14,097$1.4T18.28%New
22Retirement Planning Group, LLC9,426$927.5B0.04%New
23LPL Financial LLC8,879$873.7B0.34%New
24Root Financial Partners, LLC8,482$834.6B0.09%New
25North Berkeley Wealth Management, LLC8,322$828.4B0.84%New
26Values Added Financial LLC7,298$718.1B0.40%New
27Keystone Wealth Services, LLC5,647$555.7B0.15%New
28Ariston Services Group5,421$533.4B0.45%New
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5,045$496.4B0.95%New
30Meridian Wealth Management, LLC4,905$482.7B0.02%New
31ELEVATION WEALTH PARTNERS, LLC4,360$429.0B0.19%New
32AQR CAPITAL MANAGEMENT LLC4,236$416.8B0.43%New
33TPG Advisors LLC4,006$394.2B0.31%New
34NewEdge Advisors, LLC3,363$330.9B1.97%New
35SWEENEY & MICHEL, LLC3,284$314.4B0.14%New
36FIDUCIARY FINANCIAL GROUP, LLC3,108$301.1B0.07%New
37Quantinno Capital Management LP2,850$280.4B1.83%New
38Climber Capital SA3,110$266.0B0.21%New
39Core Wealth Partners LLC2,639$259.7B0.15%New
40ASPIRIANT, LLC2,500$246.0B0.01%New
41Equita Financial Network, Inc.2,373$233.5B0.08%New
42Compass Advisory Group LLC2,243$220.7B0.08%New
43OSAIC HOLDINGS, INC.2,161$212.6B0.47%New
44Cetera Investment Advisers2,137$210.3B0.41%New
45Roberts Wealth Advisors, LLC2,090$205.7B0.06%New
46Bell Investment Advisors, Inc1,287$126.7B0.02%New
47Golden State Wealth Management, LLC1,010$99.4B0.01%New
48Larson Financial Group LLC1,000$98.4B0.00%New
49ALBION FINANCIAL GROUP /UT425$41.8B0.00%New
50EverSource Wealth Advisors, LLC251$24.7B0.00%New

As of QNaN NaN, 60 institutional investors hold VTEC (VANGUARD CALIF TAX FREE FDS). The largest holder is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $222.6T in shares. This quarter, 60 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own VTEC?

As of QNaN NaN, 60 institutional investors report holding VTEC (VANGUARD CALIF TAX FREE FDS) in their 13F filings.

Who is the largest institutional holder of VTEC?

The largest institutional holder of VTEC is CHARLES SCHWAB INVESTMENT MANAGEMENT INC with $222.6T in shares.

Is institutional ownership of VTEC increasing or decreasing?

This quarter, 60 institutions opened new positions in VTEC and 0 closed their positions.