Institutional Ownership
Vanguard Calif Tax Free Fds
CUSIP 922021605TAX EXEMPT BD FDVTECQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
173
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Charles Schwab Investment Management Inc | 4.44M | $439.45M |
| 2 | Composition Wealth, LLC | 636.3K | $63.05M |
| 3 | Bank Of America Corp /De/ | 336.9K | $33.38M |
| 4 | Cetera Investment Advisers | 252.8K | $25.05M |
| 5 | Captrust Financial Advisors | 209.7K | $20.78M |
| 6 | Wedmont Private Capital | 194.6K | $19.41M |
| 7 | Lpl Financial LLC | 187.3K | $18.56M |
| 8 | Guggenheim Capital LLC | 178.7K | $17.70M |
| 9 | Pasadena Private Wealth, LLC | 139.0K | $13.78M |
| 10 | Evoke Wealth, LLC | 94.9K | $9.41M |