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Vanguard CA Tax-Ex Bond (VTEC)

CUSIP: 922021605 | NYSE | 276 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wedmont Private Capital246,073
0.6% of portfolio›$23.1M
Bailard, Inc.162,740
0.3% of portfolio›$15.3M
Tarbox Family Office, Inc.122,331
1.6% of portfolio›$11.5M
Eclectic Associates Inc87,103
0.9% of portfolio›$8.2M
Cliftonlarsonallen Wealth Advisors, LLC82,391
0.1% of portfolio›$7.8M
Slow Capital, Inc.79,325
0.8% of portfolio›$7.5M
Apella Capital, LLC65,501
0.1% of portfolio›$6.1M
Vise Technologies, Inc.57,982
0.0% of portfolio›$5.5M
Concurrent Investment Advisors, LLC56,954
0.0% of portfolio›$5.4M
Creative Planning54,380
0.0% of portfolio›$5.1M
Mission Wealth Management, LP53,949
0.1% of portfolio›$5.1M
Ballast Rock Private Wealth LLC50,443
2.2% of portfolio›$4.8M
PFG Advisors50,156
0.2% of portfolio›$4.7M
Root Financial Partners, LLC47,591
0.2% of portfolio›$4.5M
Bell Investment Advisors, Inc46,610
0.6% of portfolio›$4.4M
Bernzott Capital Advisors44,224
1.8% of portfolio›$4.2M
FF Advisors,LLC41,264
1.4% of portfolio›$3.9M
Luminvest Wealth Management LLC38,344
1.0% of portfolio›$3.6M
Ashton Thomas Private Wealth, LLC37,676
0.1% of portfolio›$3.6M
Integrity Investment Advisors, LLC36,988
1.4% of portfolio›$3.5M
Burton Enright Welch36,276
0.4% of portfolio›$3.4M
Platt Wealth Management LLC34,481
0.0% of portfolio›$3.3K
Moss Adams Wealth Advisors LLC30,371
0.2% of portfolio›$2.9M
DeLarme Wealth Management, Inc.28,017
1.5% of portfolio›$2.6M
Financial Management Network Inc27,756
0.4% of portfolio›$2.6M
Commonwealth Equity Services, LLC25,974
0.0% of portfolio›$2.4M
Wedbush Securities Inc25,779
0.0% of portfolio›$2.4K
Compound Planning, Inc.24,762
0.1% of portfolio›$2.3M
Three Arch Wealth Management LLC23,429
0.4% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC22,608
0.0% of portfolio›$2.1M
Catalyst Private Wealth, LLC20,900
0.8% of portfolio›$2.0M
Diversify Wealth Management, LLC19,806
0.0% of portfolio›$1.9M
Diversify Advisory Services, LLC19,806
0.0% of portfolio›$1.9M
Kingswood Wealth Advisors, LLC17,152
0.1% of portfolio›$1.6M
Legal Advantage Investments, Inc.15,000
0.3% of portfolio›$1.4M
Ariston Services Group14,738
0.8% of portfolio›$1.4M
Meridian Wealth Management, LLC11,725
0.0% of portfolio›$1.1M
Integrated Advisors Network LLC11,430
0.0% of portfolio›$1.1M
North Berkeley Wealth Management, LLC11,012
0.4% of portfolio›$1.0M
Raub Brock Capital Management LP10,155
0.3% of portfolio›$957.4K
Bfsg, LLC9,845
0.1% of portfolio›$928.2K
Sweeney & Michel, LLC9,683
0.2% of portfolio›$912.9K
Grant Street Asset Management, Inc.9,146
0.1% of portfolio›$862.2K
NavPoint Financial, Inc.8,432
0.3% of portfolio›$795.0K
Sincerus Advisory, LLC8,385
0.5% of portfolio›$790.6K
Diversified Portfolios, Inc.8,331
0.1% of portfolio›$785.4K
M Wealth Management, LLC8,167
0.6% of portfolio›$770.0K
Oppenheimer & Co Inc8,104
0.0% of portfolio›$764.0K
Integral Investment Advisors, Inc.7,585
0.2% of portfolio›$715.1K
Prosperity Financial Group, Inc.7,265
0.2% of portfolio›$684.9K
Willow Creek Wealth Management Inc.6,888
0.0% of portfolio›$649.4K
Albion Financial Group6,339
0.0% of portfolio›$597.6K
Brookstone Capital Management6,295
0.0% of portfolio›$593.5K
Roberts Wealth Advisors, LLC6,272
0.1% of portfolio›$591.3K
Pinnacle Wealth Management Advisory Group, LLC6,075
0.0% of portfolio›$572.8K
Pinnacle Associates LTD6,075
0.0% of portfolio›$572.8K
Chris Bulman Inc5,794
0.2% of portfolio›$546.3K
TPG Advisors LLC5,755
0.3% of portfolio›$542.6K
J. Safra Sarasin Holding AG5,665
0.0% of portfolio›$560.0K
International Assets Investment Management, LLC5,500
0.0% of portfolio›$520.1K
Kaizen Financial Strategies5,368
0.2% of portfolio›$506.1K
Retirement Planning Group, LLC5,292
0.0% of portfolio›$498.9K
Fiduciary Financial Group, LLC5,052
0.1% of portfolio›$476.3K
Wespac Advisors SoCal, LLC5,004
0.1% of portfolio›$471.8K
Argyle Capital Partners, LLC5,000
0.3% of portfolio›$471.4K
Occidental Asset Management, LLC5,000
0.0% of portfolio›$471.4K
J.W. Cole Advisors, Inc.5,000
0.0% of portfolio›$471.4K
Align Financial, LLC4,955
0.2% of portfolio›$467.2K
Aprio Wealth Management, LLC4,774
0.0% of portfolio›$450.1K
Independent Financial Group, LLC4,641
0.0% of portfolio›$437.6K
D.A. Davidson & Co.4,627
0.0% of portfolio›$436.2K
Capital Advantage, Inc.4,614
0.1% of portfolio›$435.0K
Madson Wealth Advisors Inc4,373
0.3% of portfolio›$412.3K
Farther Finance Advisors, LLC4,350
0.0% of portfolio›$410.1K
Keystone Wealth Services, LLC4,260
0.1% of portfolio›$398.5K
Sterling Investment Advisors, Ltd.4,250
0.1% of portfolio›$400.7K
Sowell Financial Services LLC4,229
0.0% of portfolio›$398.7K
HCR Wealth Advisors4,015
0.0% of portfolio›$378.5K
Hurlow Wealth Management Group, Inc.3,767
0.1% of portfolio›$355.2K
Parallel Advisors, LLC3,545
0.0% of portfolio›$334.2K
Elmwood Wealth Management, Inc.3,477
0.1% of portfolio›$327.8K
Weatherly Asset Management L. P.3,432
0.0% of portfolio›$323.6K
Simplicity Wealth,LLC3,344
0.0% of portfolio›$315.3K
Good Harbor Advisors, Inc.3,316
0.3% of portfolio›$312.7K
Sun Group Wealth Partners3,293
0.2% of portfolio›$310.5K
Sage Rhino Capital LLC3,290
0.1% of portfolio›$310.2K
Elser Financial Planning, Inc3,263
0.0% of portfolio›$307.6K
Hennion & Walsh Asset Management, Inc.3,193
0.0% of portfolio›$301.0K
MFA Wealth Services3,142
0.2% of portfolio›$296.2K
Climber Capital SA3,110
0.2% of portfolio›$278.0K
Blume Capital Management, Inc.3,000
0.0% of portfolio›$282.8K
Cambridge Investment Research Advisors, Inc.2,972
0.0% of portfolio›$280
XY Planning Network, Inc.2,923
0.0% of portfolio›$275.6K
Optima Capital LLC2,836
0.1% of portfolio›$267.4K
Mosley Wealth Management2,750
0.1% of portfolio›$262.2K
Revisor Wealth Management LLC2,703
0.1% of portfolio›$257.9K
Core Wealth Partners LLC2,639
0.1% of portfolio›$248.8K
Sovran Advisors, LLC2,557
0.0% of portfolio›$247.6K
Capital Investment Advisors, LLC2,557
0.0% of portfolio›$241.1K
Robertson Stephens Wealth Management, LLC2,542
0.0% of portfolio›$239.7K
Aspiriant, LLC2,530
0.0% of portfolio›$238.5K
WealthSpring Partners, LLC2,526
0.3% of portfolio›$238.1K
Chatham Capital Group, Inc.2,500
0.0% of portfolio›$235.7K
Indivisible Partners2,400
0.0% of portfolio›$226.3K
Gerber Kawasaki Wealth & Investment Management2,346
0.0% of portfolio›$221.2K
Pachira Investments Inc.2,270
0.1% of portfolio›$214.0K
Guild Investment Management, Inc.2,250
0.1% of portfolio›$212.1K
Founders Financial Securities LLC2,138
0.0% of portfolio›$201.6K
Paragon Capital Management Ltd2,136
0.0% of portfolio›$201.4K
Creative Financial Designs Inc2,000
0.0% of portfolio›$188.6K
Ares Financial Consulting, LLC1,276
0.1% of portfolio›$120.3K
Larson Financial Group LLC1,000
0.0% of portfolio›$94.3K
Golden State Wealth Management, LLC705
0.0% of portfolio›$66.5K
Breakwater Investment Management698
0.0% of portfolio›$65.8K
Spire Wealth Management350
0.0% of portfolio›$33.0K
Signature Resources Capital Management, LLC332
0.0% of portfolio›$31.3K
IFP Advisors, Inc255
0.0% of portfolio›$24.0K
US Bancorp \de\223
0.0% of portfolio›$21.0K
Pittenger & Anderson Inc200
0.0% of portfolio›$18.9K
Creative Capital Management Investments LLC173
0.0% of portfolio›$16.3K
Trellis Wealth Advisors LLC80
0.0% of portfolio›$7.5K
Simplex Trading, LLC36
0.0% of portfolio›$3.4K
Triumph Capital Management25
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
Wedmont Private Capital
246,073$23.1M0.6%IndexVery LowWest Chester, PA2026-10-09
Bailard, Inc.
162,740$15.3M0.3%GrowthMediumFoster City, CA2026-10-13
Tarbox Family Office, Inc.
122,331$11.5M1.6%ETFVery LowNewport Beach, CA2026-10-23
Eclectic Associates Inc
87,103$8.2M0.9%ETFVery LowFullerton, CA2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
82,391$7.8M0.1%ETFLowMinneapolis, MN2026-10-14
Slow Capital, Inc.
79,325$7.5M0.8%Agg GrowthLowGreenbrae, CA2026-10-23
Apella Capital, LLC
65,501$6.1M0.1%ETFVery LowWest Hartford, CT2026-10-08
Vise Technologies, Inc.
57,982$5.5M0.0%IndexLowNew York, NY2026-10-29
Concurrent Investment Advisors, LLC
56,954$5.4M0.0%GrowthMediumTampa, FL2026-10-16
Creative Planning
54,380$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Mission Wealth Management, LP
53,949$5.1M0.1%ETFLowSanta Barbara, CA2026-10-15
Ballast Rock Private Wealth LLC
50,443$4.8M2.2%ETFMediumCharleston, SC2026-10-26
PFG Advisors
50,156$4.7M0.2%ETFMediumPhoenix, AZ2026-10-16
Root Financial Partners, LLC
47,591$4.5M0.2%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
46,610$4.4M0.6%ETFVery LowOrinda, CA2026-10-29
Bernzott Capital Advisors
44,224$4.2M1.8%YieldMediumCamarillo, CA2026-10-29
FF Advisors,LLC
41,264$3.9M1.4%ETFLowManhattan Beach, CA2026-10-21
Luminvest Wealth Management LLC
38,344$3.6M1.0%ETFVery LowScottsdale, AZ2026-10-14
Ashton Thomas Private Wealth, LLC
37,676$3.6M0.1%CoreMediumScottsdale, AZ2026-11-03
Integrity Investment Advisors, LLC
36,988$3.5M1.4%ETFMediumFort Collins, CO2026-11-03
Burton Enright Welch
36,276$3.4M0.4%ETFVery LowWalnut Creek, CA2026-11-04
Platt Wealth Management LLC
34,481$3.3K0.0%GrowthVery LowSan Diego, CA2026-11-04
Moss Adams Wealth Advisors LLC
30,371$2.9M0.2%ETFLowSeattle, WA2026-10-28
DeLarme Wealth Management, Inc.
28,017$2.6M1.5%ETFVery LowPalos Verdes Estates, CA2026-10-30
Financial Management Network Inc
27,756$2.6M0.4%ETFLowMission Viejo, CA2026-10-09
Commonwealth Equity Services, LLC
25,974$2.4M0.0%ETFLowWaltham, MA2026-11-02
Wedbush Securities Inc
25,779$2.4K0.0%CoreLowPasadena, CA2026-10-22
Compound Planning, Inc.
24,762$2.3M0.1%CoreLowNew York, NY2026-11-05
Three Arch Wealth Management LLC
23,429$2.2M0.4%ETFVery LowIrvine, CA2026-10-20
Wealth Enhancement Advisory Services, LLC
22,608$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Catalyst Private Wealth, LLC
20,900$2.0M0.8%ETFVery LowSan Mateo, CA2026-10-13
Diversify Wealth Management, LLC
19,806$1.9M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
19,806$1.9M0.0%GrowthLowSandy, UT2026-10-20
Kingswood Wealth Advisors, LLC
17,152$1.6M0.1%GrowthLowSan Diego, CA2026-10-23
Legal Advantage Investments, Inc.
15,000$1.4M0.3%Agg GrowthLowLos Altos Hills, CA2026-10-13
Ariston Services Group
14,738$1.4M0.8%ETFVery LowSan Diego, CA2026-10-16
Meridian Wealth Management, LLC
11,725$1.1M0.0%GrowthLowLexington, KY2026-11-05
Integrated Advisors Network LLC
11,430$1.1M0.0%GrowthMediumDallas, TX2026-10-20
North Berkeley Wealth Management, LLC
11,012$1.0M0.4%ETFMediumBerkeley, CA2026-11-02
Raub Brock Capital Management LP
10,155$957.4K0.3%GrowthMediumLarkspur, CA2026-10-21
Bfsg, LLC
9,845$928.2K0.1%CoreLowIrvine, CA2026-10-30
Sweeney & Michel, LLC
9,683$912.9K0.2%ETFVery LowChico, CA2026-10-16
Grant Street Asset Management, Inc.
9,146$862.2K0.1%ETFVery LowCanonsburg, PA2026-10-26
NavPoint Financial, Inc.
8,432$795.0K0.3%ETFVery LowPrior Lake, MN2026-10-21
Sincerus Advisory, LLC
8,385$790.6K0.5%ETFVery LowNew York, NY2026-10-09
Diversified Portfolios, Inc.
8,331$785.4K0.1%ETFLowBloomfield Hills, MI2026-11-04
M Wealth Management, LLC
8,167$770.0K0.6%ETFVery LowSan Diego, CA2026-10-14
Oppenheimer & Co Inc
8,104$764.0K0.0%CoreLowNew York, NY2026-10-26
Integral Investment Advisors, Inc.
7,585$715.1K0.2%ETFVery LowTurlock, CA2026-11-03
Prosperity Financial Group, Inc.
7,265$684.9K0.2%GrowthMediumSan Ramon, CA2026-10-29
Willow Creek Wealth Management Inc.
6,888$649.4K0.0%ETFVery LowSebastopol, CA2026-10-26
Albion Financial Group
6,339$597.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Brookstone Capital Management
6,295$593.5K0.0%ETFMediumWheaton, IL2026-10-22
Roberts Wealth Advisors, LLC
6,272$591.3K0.1%GrowthLowPalo Alto, CA2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
6,075$572.8K0.0%GrowthLowRed Bank, NJ2026-10-23
Pinnacle Associates LTD
6,075$572.8K0.0%CoreLowNew York, NY2026-10-20
Chris Bulman Inc
5,794$546.3K0.2%ETFLowRoseville, CA2026-10-20
TPG Advisors LLC
5,755$542.6K0.3%ETFVery LowNorthfield, IL2026-10-16
J. Safra Sarasin Holding AG
5,665$560.0K0.0%CoreMediumBasel, Switzerland2026-10-26
International Assets Investment Management, LLC
5,500$520.1K0.0%CoreVery HighOrlando, FL2026-11-02
Kaizen Financial Strategies
5,368$506.1K0.2%ETFMediumCampbell, CA2026-10-09
Retirement Planning Group, LLC
5,292$498.9K0.0%ETFVery LowLeawood, KS2026-10-19
Fiduciary Financial Group, LLC
5,052$476.3K0.1%ETFLowSan Rafael, CA2026-10-13
Wespac Advisors SoCal, LLC
5,004$471.8K0.1%GrowthMediumPasadena, CA2026-10-13
Argyle Capital Partners, LLC
5,000$471.4K0.3%CoreLowLos Angeles, CA2026-10-23
Occidental Asset Management, LLC
5,000$471.4K0.0%GrowthLowBurlingame, CA2026-11-05
J.W. Cole Advisors, Inc.
5,000$471.4K0.0%IndexLowTampa, FL2026-11-05
Align Financial, LLC
4,955$467.2K0.2%ETFVery LowHermantown, MN2026-10-16
Aprio Wealth Management, LLC
4,774$450.1K0.0%ETFMediumAtlanta, GA2026-10-28
Independent Financial Group, LLC
4,641$437.6K0.0%GrowthLowSan Diego, CA2026-10-13
D.A. Davidson & Co.
4,627$436.2K0.0%CoreLowGreat Falls, MT2026-10-28
Capital Advantage, Inc.
4,614$435.0K0.1%ETFMediumWalnut Creek, CA2026-10-14
Madson Wealth Advisors Inc
4,373$412.3K0.3%ETFLowSanta Rosa, CA2026-10-13
Farther Finance Advisors, LLC
4,350$410.1K0.0%IndexLowSan Francisco, CA2026-10-08
Keystone Wealth Services, LLC
4,260$398.5K0.1%ETFHighPalm Desert, CA2026-11-03
Sterling Investment Advisors, Ltd.
4,250$400.7K0.1%GrowthLowBerwyn, PA2026-10-27
Sowell Financial Services LLC
4,229$398.7K0.0%CoreLowNorth Little Rock, AR2026-10-23
HCR Wealth Advisors
4,015$378.5K0.0%GrowthLowLos Angeles, CA2026-10-15
Hurlow Wealth Management Group, Inc.
3,767$355.2K0.1%ETFVery LowBloomington, IN2026-10-29
Parallel Advisors, LLC
3,545$334.2K0.0%IndexLowSan Francisco, CA2026-11-03
Elmwood Wealth Management, Inc.
3,477$327.8K0.1%ETFLowBerkeley, CA2026-10-14
Weatherly Asset Management L. P.
3,432$323.6K0.0%GrowthVery LowDel Mar, CA2026-10-20
Simplicity Wealth,LLC
3,344$315.3K0.0%ETFLowSummit, NJ2026-10-23
Good Harbor Advisors, Inc.
3,316$312.7K0.3%ETFVery LowGloucester, MA2026-10-20
Sun Group Wealth Partners
3,293$310.5K0.2%GrowthLowIrvine, CA2026-10-26
Sage Rhino Capital LLC
3,290$310.2K0.1%ETFLowMenlo Park, CA2026-10-28
Elser Financial Planning, Inc
3,263$307.6K0.0%GARPLowIndianapolis, IN2026-10-16
Hennion & Walsh Asset Management, Inc.
3,193$301.0K0.0%ValueMediumParsippany, NJ2026-10-13
MFA Wealth Services
3,142$296.2K0.2%ETFLowThousand Oaks, CA2026-10-14
Climber Capital SA
3,110$278.0K0.2%ETFLowNyon, Switzerland2026-10-20
Blume Capital Management, Inc.
3,000$282.8K0.0%CoreMediumBerkeley, CA2026-10-26
Cambridge Investment Research Advisors, Inc.
2,972$2800.0%ETFLowFairfield, IA2026-11-02
XY Planning Network, Inc.
2,923$275.6K0.0%ETFLowBozeman, MT2026-10-14
Optima Capital LLC
2,836$267.4K0.1%ETFHighPortland, OR2026-10-29
Mosley Wealth Management
2,750$262.2K0.1%ETFHighAnaheim, CA2026-10-16
Revisor Wealth Management LLC
2,703$257.9K0.1%CoreLowAkron, OH2026-10-20
Core Wealth Partners LLC
2,639$248.8K0.1%GrowthLowSanta Rosa, CA2026-11-02
Sovran Advisors, LLC
2,557$247.6K0.0%ETFMediumSan Diego, CA2026-11-02
Capital Investment Advisors, LLC
2,557$241.1K0.0%CoreLowAtlanta, GA2026-10-22
Robertson Stephens Wealth Management, LLC
2,542$239.7K0.0%ETFMediumSan Francisco, CA2026-10-16
Aspiriant, LLC
2,530$238.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
WealthSpring Partners, LLC
2,526$238.1K0.3%ETFLowLong Beach, CA2026-10-14
Chatham Capital Group, Inc.
2,500$235.7K0.0%CoreLowSavannah, GA2026-10-16
Indivisible Partners
2,400$226.3K0.0%GrowthMediumClearwater, FL2026-10-26
Gerber Kawasaki Wealth & Investment Management
2,346$221.2K0.0%ETFLowSanta Monica, CA2026-10-29
Pachira Investments Inc.
2,270$214.0K0.1%ETFLowDana Point, CA2026-10-14
Guild Investment Management, Inc.
2,250$212.1K0.1%GARPMediumWestlake Village, CA2026-11-03
Founders Financial Securities LLC
2,138$201.6K0.0%ETFMediumTowson, MD2026-10-28
Paragon Capital Management Ltd
2,136$201.4K0.0%CoreVery LowDenver, CO2026-10-09
Creative Financial Designs Inc
2,000$188.6K0.0%ETFMediumKokomo, IN2026-11-04
Ares Financial Consulting, LLC
1,276$120.3K0.1%CoreLowCalabasas, CA2026-10-19
Larson Financial Group LLC
1,000$94.3K0.0%GrowthLowSt Louis, MO2026-11-05
Golden State Wealth Management, LLC
705$66.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Breakwater Investment Management
698$65.8K0.0%ETFLowSeattle, WA2026-10-20
Spire Wealth Management
350$33.0K0.0%GrowthMediumMclean, VA2026-10-30
Signature Resources Capital Management, LLC
332$31.3K0.0%ETFLowNewport Beach, CA2026-10-16
IFP Advisors, Inc
255$24.0K0.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
223$21.0K0.0%IndexLowMinneapolis, MN2026-11-05
Pittenger & Anderson Inc
200$18.9K0.0%CoreLowLincoln, NE2026-11-02
Creative Capital Management Investments LLC
173$16.3K0.0%ETFLowSan Diego, CA2026-10-28
Trellis Wealth Advisors LLC
80$7.5K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Simplex Trading, LLC
36$3.4K0.0%CoreVery HighChicago, IL2026-11-04
Triumph Capital Management
25$2.4K0.0%ETFMediumDenver, CO2026-10-14