VANGUARD CA TAX-EX BOND (VTEC) Institutional Shareholders
VANGUARD CA TAX-EX BOND (VTEC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $939.42M in VTEC holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of VTEC tracked by InsiderSet, reporting ownership valued at approximately $420.71M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $401.72M, representing an estimated loss of -4.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed VTEC value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Composition Wealth, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in VANGUARD CA TAX-EX BOND (VTEC).
This page ranks the largest institutional VTEC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
200
Total Reported Value
$939.42M
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$420.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.06% | 4,181,993 | $420,708,496 | $401,722,248 | -$18,986,248 | -4.51% | |
| Composition Wealth, Llc | 0.75% | 633,969 | $63,777,299 | $60,899,062 | -$2,878,237 | -4.51% | |
| Bank Of America Corp | 0.00% | 420,883 | $42,340,812 | $40,430,021 | -$1,910,791 | -4.51% | |
| Cetera Investment Advisers | 0.02% | 263,318 | $26,489,771 | $25,294,327 | -$1,195,444 | -4.51% | |
| Wedmont Private Capital | 0.67% | 244,141 | $24,436,033 | $23,452,184 | -$983,849 | -4.03% | |
| Captrust Financial Advisors | 0.04% | 235,300 | $23,671,205 | $22,602,918 | -$1,068,287 | -4.51% | |
| Guggenheim Capital Llc | 0.15% | 227,332 | $22,869,599 | $21,837,512 | -$1,032,087 | -4.51% | |
| Morgan Stanley | 0.00% | 219,452 | $22,076,872 | $21,080,559 | -$996,313 | -4.51% | |
| Lpl Financial Llc | 0.00% | 189,536 | $19,067,355 | $18,206,828 | -$860,527 | -4.51% | |
| Pasadena Private Wealth, Llc | 1.81% | 140,810 | $14,165,486 | $13,526,209 | -$639,277 | -4.51% | |
| Manhattan West Asset Management, Llc | 2.31% | 137,411 | $13,823,547 | $13,199,701 | -$623,846 | -4.51% | |
| Mai Capital Management | 0.04% | 95,428 | $9,600,121 | $9,166,814 | -$433,307 | -4.51% | |
| Concurrent Investment Advisors, Llc | 0.08% | 92,114 | $9,266,668 | $8,848,471 | -$418,197 | -4.51% | |
| Corient Private Wealth Llc | 0.01% | 91,669 | $9,221,955 | $8,805,724 | -$416,231 | -4.51% | |
| Jones Financial Companies Lllp | 0.00% | 85,654 | $8,608,270 | $8,227,923 | -$380,347 | -4.42% | |
| Eclectic Associates Inc | 0.90% | 78,851 | $7,932,428 | $7,574,427 | -$358,001 | -4.51% | |
| Brio Consultants, Llc | 0.69% | 58,901 | $5,925,476 | $5,658,030 | -$267,446 | -4.51% | |
| Ballast Rock Private Wealth Llc | 2.33% | 50,048 | $5,034,817 | $4,807,611 | -$227,206 | -4.51% | |
| Altiora Financial Group, Llc | 0.79% | 50,000 | $5,030,000 | $4,803,000 | -$227,000 | -4.51% | |
| Pfg Advisors | 0.25% | 48,855 | $4,914,813 | $4,693,011 | -$221,802 | -4.51% | |
| Beacon Pointe Advisors, Llc | 0.02% | 47,768 | $4,805,435 | $4,588,594 | -$216,841 | -4.51% | |
| Vise Technologies, Inc. | 0.05% | 44,658 | $4,492,573 | $4,289,847 | -$202,726 | -4.51% | |
| United Capital Financial Advisors, Llc | 0.02% | 43,500 | $4,370,445 | $4,178,610 | -$191,835 | -4.39% | |
| Ndwm Llc | 2.56% | 43,280 | $4,353,923 | $4,157,477 | -$196,446 | -4.51% | |
| Bernzott Capital Advisors | 1.72% | 42,692 | $4,294,787 | $4,100,994 | -$193,793 | -4.51% | |
| Fort Point Capital Partners Llc | 0.45% | 41,652 | $4,190,233 | $4,001,091 | -$189,142 | -4.51% | |
| Gotham Asset Management, Llc | 0.01% | 39,612 | $3,984,967 | $3,805,129 | -$179,838 | -4.51% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.05% | 37,566 | $3,779,140 | $3,608,590 | -$170,550 | -4.51% | |
| Osaic Holdings, Inc. | 0.00% | 36,518 | $3,673,994 | $3,507,919 | -$166,075 | -4.52% | |
| Joel Isaacson & Co., Llc | 0.11% | 36,450 | $3,666,829 | $3,501,387 | -$165,442 | -4.51% | |
| Luminvest Wealth Management Llc | 0.83% | 35,370 | $3,558,163 | $3,397,642 | -$160,521 | -4.51% | |
| Delarme Wealth Management, Inc. | 1.90% | 32,557 | $3,275,234 | $3,127,425 | -$147,809 | -4.51% | |
| Root Financial Partners, Llc | 0.12% | 31,614 | $3,180,347 | $3,036,841 | -$143,506 | -4.51% | |
| Wedbush Securities Inc | 0.08% | 29,276 | $2,945,000 | $2,812,253 | -$132,747 | -4.51% | |
| Three Arch Wealth Management Llc | 0.45% | 29,203 | $2,937,793 | $2,805,240 | -$132,553 | -4.51% | |
| Raymond James Financial Inc | 0.00% | 29,186 | $2,936,111 | $2,803,607 | -$132,504 | -4.51% | |
| Flc Capital Advisors | 0.47% | 28,339 | $2,850,903 | $2,722,244 | -$128,659 | -4.51% | |
| Natixis Advisors, Llc | 0.00% | 27,674 | $2,784,000 | $2,658,364 | -$125,636 | -4.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,627 | $2,678,715 | $2,557,790 | -$120,925 | -4.51% | |
| Burton Enright Welch | 0.31% | 26,470 | $2,662,882 | $2,542,708 | -$120,174 | -4.51% | |
| Financial Management Network Inc | 0.36% | 25,044 | $2,494,935 | $2,405,727 | -$89,208 | -3.58% | |
| Evolve Private Wealth, Llc | 0.15% | 24,183 | $2,432,856 | $2,323,019 | -$109,837 | -4.51% | |
| Apella Capital, Llc | 0.03% | 24,267 | $2,432,235 | $2,331,088 | -$101,147 | -4.16% | |
| Entruity Wealth, Llc | 1.50% | 23,081 | $2,321,949 | $2,217,161 | -$104,788 | -4.51% | |
| Ff Advisors,Llc | 0.87% | 22,979 | $2,311,687 | $2,207,363 | -$104,324 | -4.51% | |
| Tower Research Capital Llc (Trc) | 0.06% | 22,891 | $2,302,835 | $2,198,909 | -$103,926 | -4.51% | |
| Jpmorgan Chase & Co | 0.00% | 21,493 | $2,162,260 | $2,064,618 | -$97,642 | -4.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,834 | $2,085,275 | $2,001,314 | -$83,961 | -4.03% | |
| Bailard, Inc. | 0.04% | 20,690 | $2,081,414 | $1,987,481 | -$93,933 | -4.51% | |
| Valmark Advisers, Inc. | 0.02% | 19,564 | $1,968,138 | $1,879,318 | -$88,820 | -4.51% |
Frequently asked questions about VTEC
Who owns the most VTEC stock?
The largest holders of VTEC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD CA TAX-EX BOND (VTEC).
Is VTEC widely held by superinvestors?
Many widely followed stocks like VTEC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VTEC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.