Institutional Ownership
Vanguard Calif Tax Free Fds
CUSIP 922021605TAX EXEMPT BD FDVTECQ1 2026
Institutional Holders
173
13F filers
Shares Held
8.78M
Aggregate institutional
Institutional Value
$863.89M
Q1 2026
Net New Holders
+29
34 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions34
Increased82
Decreased19
Sold out5
Institutional Holders
173 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 4.44M | $439.45M | +358.2K | Added |
| 2 | Composition Wealth, LLC | 636.3K | $63.05M | +69.1K | Added |
| 3 | Bank Of America Corp /De/ | 336.9K | $33.38M | +33.3K | Added |
| 4 | Cetera Investment Advisers | 252.8K | $25.05M | −20.7K | Reduced |
| 5 | Captrust Financial Advisors | 209.7K | $20.78M | +6.5K | Added |
| 6 | Wedmont Private Capital | 194.6K | $19.41M | +34.5K | Added |
| 7 | Lpl Financial LLC | 187.3K | $18.56M | +82.1K | Added |
| 8 | Guggenheim Capital LLC | 178.7K | $17.70M | +59.8K | Added |
| 9 | Pasadena Private Wealth, LLC | 139.0K | $13.78M | +139.0K | New |
| 10 | Evoke Wealth, LLC | 94.9K | $9.41M | −5.1K | Reduced |
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