Who owns VTEC?
Vanguard California Tax-Exempt Bond ETF · Vanguard
212 institutions reported holding VTEC, worth $954.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VTEC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc. | San Francisco, CA | $420.7M | 4,181,993 | −253,305 shares |
| Composition Wealth, LLC | Los Angeles, CA | $63.8M | 633,969 | −2,379 shares |
| Bank of America Corp. | Charlotte, NC | $42.3M | 420,883 | +83,982 shares |
| Cetera Investment Advisers | Schaumburg, IL | $26.5M | 263,318 | +10,482 shares |
| Wedmont Private Capital | West Chester, PA | $24.4M | 244,141 | +49,518 shares |
| Captrust Financial Advisors | Raleigh, NC | $23.7M | 235,300 | +25,606 shares |
| Guggenheim Capital LLC | Chicago, IL | $22.9M | 227,332 | +48,640 shares |
| Morgan Stanley | New York, NY | $22.1M | 219,452 | +215,987 shares |
| LPL Financial LLC | Fort Mill, SC | $19.1M | 189,536 | +2,197 shares |
| Pasadena Private Wealth, LLC | Pasadena, CA | $14.2M | 140,810 | +1,777 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VTEC?
212 institutional managers reported holding VTEC in Form 13F filings for June 30, 2026, worth $954.9M in total. The largest reported position was held by Charles Schwab Investment Management Inc., at $420.7M.
Did institutions buy or sell VTEC last quarter?
Reported 13F value rose 9.5% from March 31, 2026, which includes price moves as well as buying and selling. 55 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VTEC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.