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VTEC · VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF · Holdings ETF

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$94.52 +0.24 (+0.25%)
Volume · Oct 1 1.16M Avg daily vol (3M) 565.65K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 212
Total Value: $956,108,970
Total Shares: 9,504,066
Showing 1–100 of 214 holdings by value · page 1 of 3

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 212 13F filers · Δ vs Mar 31, 2026
Top Holder
44.0%
Mar 2024 → Jun 2026 · range 27.5% – 71.1%
−6.3 pts
Top 5
60.4%
Mar 2024 → Jun 2026 · range 60.4% – 93.1%
−6.1 pts
Top 10
71.1%
Mar 2024 → Jun 2026 · range 71.1% – 100.0%
−4.5 pts
HHI
2,051
Mar 2024 → Jun 2026 · range 1,261 – 5,097
Moderately concentrated−587

Quarterly Activity

vs Mar 31, 2026
New
52
Increased
90
Decreased
30
Sold Out
17
Unchanged
40
Holder count: +35
Institutional value: +9.4%
Shares held: +7.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MORGAN STANLEY +215,987 219,452
Manhattan West Asset Management, LLC +112,777 137,411
BANK OF AMERICA CORP /DE/ +83,982 420,883
Wedmont Private Capital +49,518 244,141
GUGGENHEIM CAPITAL LLC +48,640 227,332

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CHARLES SCHWAB INVESTMENT MANAGEMENT INC −253,305 4,181,993
Integrated Advisors Network LLC −35,314 7,971
CITADEL ADVISORS LLC −16,318 29,316
UNITED CAPITAL FINANCIAL ADVISORS, LLC −11,984 43,500
Luminvest Wealth Management LLC −10,277 35,370

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
MAI Capital Management 95,428 $9,600,056
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 37,566 $3,779,139
Three Arch Wealth Management LLC 29,203 $2,937,821
NATIXIS ADVISORS, LLC 27,674 $2,784,004
Entruity Wealth, LLC 23,081 $2,321,948

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
EVOKE WEALTH, LLC 94,940 $9,406,655
JANE STREET GROUP, LLC 62,600 $6,202,408
Shared Vision Wealth Group LLC 57,477 $5,694,821
HRT FINANCIAL LP 18,824 $1,865,081
Synergy Financial Group, LTD 15,453 $1,531,083
Filter: New 52 Increased 90 Reduced 30 Sold out 17 Unchanged 40
Showing 100 of 214
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $420,708,495 44.00% 4,181,993
Composition Wealth, LLC $63,777,281 6.67% 633,969
BANK OF AMERICA CORP /DE/ $42,340,829 4.43% 420,883
Cetera Investment Advisers $26,489,790 2.77% 263,318
Wedmont Private Capital $24,560,584 2.57% 244,141
CAPTRUST FINANCIAL ADVISORS $23,671,180 2.48% 235,300
GUGGENHEIM CAPITAL LLC $22,869,599 2.39% 227,332
MORGAN STANLEY $22,076,870 2.31% 219,452
LPL Financial LLC $19,067,321 1.99% 189,536
Pasadena Private Wealth, LLC $14,165,486 1.48% 140,810
Manhattan West Asset Management, LLC $13,823,546 1.45% 137,411
MAI Capital Management $9,600,056 1.00% 95,428
Concurrent Investment Advisors, LLC $9,266,668 0.97% 92,114
Corient Private Wealth LLC $9,221,901 0.96% 91,669
JONES FINANCIAL COMPANIES LLLP $8,616,792 0.90% 85,654
ECLECTIC ASSOCIATES INC /ADV $7,932,410 0.83% 78,851
Creative Planning $7,008,902 0.73% 69,671
Brio Consultants, LLC $5,925,440 0.62% 58,901
Ballast Rock Private Wealth LLC $5,034,828 0.53% 50,048
Altiora Financial Group, LLC $5,030,000 0.53% 50,000
PFG Advisors $4,914,813 0.51% 48,855
Beacon Pointe Advisors, LLC $4,805,460 0.50% 47,768
Bell Investment Advisors, Inc $4,711,902 0.49% 46,838
Vise Technologies, Inc. $4,492,594 0.47% 44,658
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4,376,100 0.46% 43,500
NDWM LLC $4,353,968 0.46% 43,280
Bernzott Capital Advisors $4,294,815 0.45% 42,692
Fort Point Capital Partners LLC $4,190,191 0.44% 41,652
Gotham Asset Management, LLC $3,984,967 0.42% 39,612
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $3,779,139 0.40% 37,566
OSAIC HOLDINGS, INC. $3,673,710 0.38% 36,518
Joel Isaacson & Co., LLC $3,666,870 0.38% 36,450
Luminvest Wealth Management LLC $3,558,222 0.37% 35,370
DeLarme Wealth Management, Inc. $3,275,234 0.34% 32,557
Root Financial Partners, LLC $3,180,368 0.33% 31,614
WEDBUSH SECURITIES INC $2,945,165 0.31% 29,276
Three Arch Wealth Management LLC $2,937,821 0.31% 29,203
RAYMOND JAMES FINANCIAL INC $2,936,111 0.31% 29,186
FLC Capital Advisors $2,850,903 0.30% 28,339
NATIXIS ADVISORS, LLC $2,784,004 0.29% 27,674
COMMONWEALTH EQUITY SERVICES, LLC $2,678,676 0.28% 26,627
Burton Enright Welch $2,662,882 0.28% 26,470
FINANCIAL MANAGEMENT NETWORK INC $2,519,426 0.26% 25,044
Apella Capital, LLC $2,441,260 0.26% 24,267
EVOLVE PRIVATE WEALTH, LLC $2,432,809 0.25% 24,183
Entruity Wealth, LLC $2,321,948 0.24% 23,081
FF Advisors,LLC $2,311,687 0.24% 22,979
Tower Research Capital LLC (TRC) $2,302,834 0.24% 22,891
JPMORGAN CHASE & CO $2,162,195 0.23% 21,493
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,095,900 0.22% 20,834
BAILARD, INC. $2,081,414 0.22% 20,690
DIVERSIFY WEALTH MANAGEMENT, LLC $1,992,483 0.21% 19,806
Diversify Advisory Services, LLC $1,992,483 0.21% 19,806
Valmark Advisers, Inc. $1,968,138 0.21% 19,564
SATOVSKY ASSET MANAGEMENT LLC $1,940,272 0.20% 19,287
KINGSWOOD WEALTH ADVISORS, LLC $1,938,360 0.20% 19,268
WRAPMANAGER INC $1,931,520 0.20% 19,200
Platt Wealth Management LLC $1,913,512 0.20% 19,021
Manchester Capital Management LLC $1,810,800 0.19% 18,000
CITADEL ADVISORS LLC $1,721,869 0.18% 17,116
Freestone Capital Holdings, LLC $1,680,422 0.18% 16,704
Quantinno Capital Management LP $1,647,626 0.17% 16,378
BURLING WEALTH PARTNERS, LLC $1,564,933 0.16% 15,556
Ducere Wealth Management LLC $1,530,327 0.16% 15,212
Focus Partners Wealth $1,528,516 0.16% 15,194
Savvy Advisors, Inc. $1,513,627 0.16% 15,046
Focus Partners Advisor Solutions, LLC $1,502,360 0.16% 14,934
Elequin Capital, LP $1,357,798 0.14% 13,497
Values Added Financial LLC $1,322,789 0.14% 13,149
Ariston Services Group $1,310,315 0.14% 13,025
Moss Adams Wealth Advisors LLC $1,275,608 0.13% 12,680
Mariner, LLC $1,273,294 0.13% 12,657
EP Wealth Advisors, LLC $1,250,156 0.13% 12,427
ENVESTNET ASSET MANAGEMENT INC $1,208,306 0.13% 12,011
Meridian Wealth Management, LLC $1,179,535 0.12% 11,725
VAN STRUM & TOWNE INC. $1,171,990 0.12% 11,650
North Berkeley Wealth Management, LLC $1,134,365 0.12% 11,276
ROYAL BANK OF CANADA $1,113,339 0.12% 11,067
Geometric Wealth Advisors $1,084,468 0.11% 10,780
Raub Brock Capital Management LP $1,016,563 0.11% 10,105
Grant Street Asset Management, Inc. $1,012,337 0.11% 10,063
Sand Hill Global Advisors, LLC $954,593 0.10% 9,489
SWEENEY & MICHEL, LLC $953,285 0.10% 9,476
CRUX WEALTH ADVISORS $932,964 0.10% 9,274
Cresset Asset Management, LLC $880,652 0.09% 8,754
AQR CAPITAL MANAGEMENT LLC $873,711 0.09% 8,685
OPPENHEIMER & CO INC $815,262 0.09% 8,104
Integrated Advisors Network LLC $801,882 0.08% 7,971
Prospect Financial Group LLC $783,070 0.08% 7,784
Sanctuary Advisors, LLC $753,594 0.08% 7,491
Cerity Partners LLC $744,741 0.08% 7,403
CITADEL ADVISORS LLC $744,440 0.08% 7,400
CATALYST PRIVATE WEALTH, LLC $743,635 0.08% 7,392
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $709,330 0.07% 7,051
Integrated Wealth Concepts LLC $707,620 0.07% 7,034
Vanguard National Trust Co $706,513 0.07% 7,023
WorthPointe, LLC $701,182 0.07% 6,970
Stonebridge Financial Group, LLC/CA $695,749 0.07% 6,916
Ameritas Advisory Services, LLC $687,098 0.07% 6,830
SteelPeak Wealth, LLC $669,694 0.07% 6,657