VANGUARD CA TAX-EX BOND VTEC
$100.39
+0.1% 52w: $93.60 – $100.78
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data93.6097.19100.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
174
+28 QoQ
13F value
$871.8M
+12.6% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.9×
$585K calls / $634K puts
Institutional value by quarter
Number of holders
Who owns VTEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 4.4M | $439.4M | 0.1% | +8.8% |
| Composition Wealth, LLC | Wealth advisor | 636.3K | $63.0M | 0.9% | +12.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 336.9K | $33.4M | 0.0% | +11.0% |
| Cetera Investment Advisers | Wealth advisor | 252.8K | $25.1M | 0.0% | -7.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 209.7K | $20.8M | 0.0% | +3.2% |
| Wedmont Private Capital | Wealth advisor | 194.6K | $19.4M | 0.6% | +21.6% |
| LPL Financial LLC | Bank broker | 187.3K | $18.6M | 0.0% | +78.0% |
| GUGGENHEIM CAPITAL LLC | Diversified mechanical | 178.7K | $17.7M | 0.1% | +50.2% |
| Pasadena Private Wealth, LLC | Wealth advisor | 139.0K | $13.8M | 1.9% | New |
| EVOKE WEALTH, LLC | Wealth advisor | 94.9K | $9.4M | 0.2% | -5.1% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 92.4K | $9.2M | 0.1% | +6.2% |
| Corient Private Wealth LLC | Diversified mechanical | 65.3K | $6.5M | 0.0% | -31.8% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 64.5K | $6.4M | 0.8% | +1.5% |
| Creative Planning | Wealth advisor | 64.4K | $6.4M | 0.0% | +8.8% |
| JANE STREET GROUP, LLC | Market maker | 62.6K | $6.2M | 0.0% | -76.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 59.8K | $5.9M | 0.0% | +50.5% |
| Brio Consultants, LLC | Wealth advisor | 57.7K | $5.7M | 0.7% | +6.1% |
| Shared Vision Wealth Group LLC | Wealth advisor | 57.5K | $5.7M | 2.3% | +29.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 55.5K | $5.5M | 0.0% | +45.1% |
| Altiora Financial Group, LLC | Wealth advisor | 50.0K | $5.0M | 0.8% | Held |
| Ballast Rock Private Wealth LLC | Wealth advisor | 49.7K | $4.9M | 2.7% | +703.8% |
| PFG Advisors | Wealth advisor | 47.7K | $4.7M | 0.2% | +8.7% |
| Bell Investment Advisors, Inc | Wealth advisor | 46.2K | $4.6M | 0.7% | +2.4% |
| Luminvest Wealth Management LLC | Wealth advisor | 45.6K | $4.5M | 1.2% | +217.5% |
| Integrated Advisors Network LLC | Wealth advisor | 43.3K | $4.3M | 0.2% | New |
| Beacon Pointe Advisors, LLC | Wealth advisor | 42.4K | $4.2M | 0.0% | +100.5% |
| NDWM LLC | Wealth advisor | 41.8K | $4.1M | 2.7% | +19.0% |
| Gotham Asset Management, LLC | Diversified mechanical | 39.6K | $3.9M | 0.0% | Held |
| Root Financial Partners, LLC | Wealth advisor | 35.9K | $3.6M | 0.2% | +41.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 33.3K | $3.3M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 30.8K | $3.1M | 0.0% | -0.1% |
| Bernzott Capital Advisors ★2 | Fundamental diversified | 30.2K | $3.0M | 1.4% | New |
| WEDBUSH SECURITIES INC | Diversified mechanical | 26.3K | $2.6M | 0.1% | +39.8% |
| FLC Capital Advisors | Wealth advisor | 26.0K | $2.6M | 0.5% | +15.2% |
| DeLarme Wealth Management, Inc. | Wealth advisor | 25.9K | $2.6M | 1.7% | +70.5% |
| Vise Technologies, Inc. | Wealth advisor | 25.4K | $2.5M | 0.0% | Held |
| Fort Point Capital Partners LLC | Wealth advisor | 25.2K | $2.5M | 0.3% | +3.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 24.7K | $2.5M | 0.0% | New |
| Manhattan West Asset Management, LLC | Other | 24.6K | $2.4M | 0.5% | New |
| Joel Isaacson & Co., LLC | Wealth advisor | 24.4K | $2.4M | 0.1% | +161.1% |
| FF Advisors,LLC | Wealth advisor | 23.0K | $2.3M | 0.9% | New |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 23.0K | $2.3M | 0.4% | +4.6% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 22.6K | $2.2M | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 22.1K | $2.2M | 0.0% | -6.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 19.9K | $2.0M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 20.0K | $2.0M | 0.0% | -10.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 19.9K | $2.0M | 0.0% | +68.5% |
| Burton Enright Welch | Wealth advisor | 19.8K | $2.0M | 0.3% | +18.7% |
| Tower Research Capital LLC (TRC) | Market maker | 19.7K | $2.0M | 0.1% | +25.5% |
| HRT FINANCIAL LP | Diversified mechanical | 18.8K | $1.9M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.