VTEC institutional holders

Vanguard California Tax-Exempt Bond ETF · 214 reporting institutions · $946M reported value

Funds that can replace VTEC · VTEC return decomposition

Institutional holdings

Institutions reporting VTEC, largest first
InstitutionReported positionAdvisors at firmReport period
Charles Schwab Investment Management Inc$420.7M372026-06-30
Composition Wealth, LLC$63.8M762026-06-30
Bank of America Corp /de$42.3M02026-06-30
Cetera Investment Advisers$26.5M10,3702026-06-30
Wedmont Private Capital$24.4M122026-06-30
Captrust Financial Advisors$23.7M9622026-06-30
Guggenheim Capital LLC$22.9M02026-06-30
Morgan Stanley$22.1M23,1852026-06-30
Lpl Financial LLC$19.1M23,4582026-06-30
Pasadena Private Wealth, LLC$14.2M02026-06-30
Manhattan West Asset Management, LLC$13.8M102026-06-30
Mai Capital Management$9.6M3082026-06-30
Concurrent Investment Advisors, LLC$9.3M3492026-06-30
Corient Private Wealth LP$9.2M6742026-06-30
Jones Financial Companies LLLP$8.6M02026-06-30
Eclectic Associates Inc /adv$7.9M112026-06-30
Creative Planning$7M1,1712026-06-30
Brio Consultants, LLC$5.9M162026-06-30
Ballast Rock Private Wealth LLC$5M102026-06-30
Altiora Financial Group, LLC$5M12026-06-30
Pfg Advisors$4.9M832026-06-30
Beacon Pointe Advisors, LLC$4.8M4662026-06-30
Bell Investment Advisors, Inc$4.7M92026-06-30
Vise Technologies, Inc.$4.5M02026-06-30
United Capital Financial Advisors, LLC$4.4M1662026-06-30
Ndwm LLC$4.4M22026-06-30
Bernzott Capital Advisors$4.3M32026-06-30
Fort Point Capital Partners LLC$4.2M202026-06-30
Gotham Asset Management, LLC$4M52026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$3.8M992026-06-30
Osaic Holdings, Inc.$3.7M02026-06-30
Joel Isaacson & Co., LLC$3.7M152026-06-30
Luminvest Wealth Management LLC$3.6M12026-06-30
Delarme Wealth Management, Inc.$3.3M32026-06-30
Root Financial Partners, LLC$3.2M642026-06-30
Three Arch Wealth Management LLC$2.9M42026-06-30
Raymond James Financial Inc$2.9M02026-06-30
Flc Capital Advisors$2.9M42026-06-30
Commonwealth Equity Services, LLC$2.7M2,8632026-06-30
Burton Enright Welch$2.7M122026-06-30
Financial Management Network Inc$2.5M212026-06-30
Evolve Private Wealth, LLC$2.4M192026-06-30
Apella Capital, LLC$2.4M1042026-06-30
Entruity Wealth, LLC$2.3M22026-06-30
Ff Advisors, LLC$2.3M02026-06-30
Tower Research Capital LLC (trc)$2.3M02026-06-30
Jpmorgan Chase & Co$2.2M02026-06-30
Wealth Enhancement Advisory Services, LLC$2.1M1,0262026-06-30
Bailard, Inc.$2.1M402026-06-30
Valmark Advisers, Inc.$2M2952026-06-30
Diversify Advisory Services, LLC$2M1162026-06-30
Diversify Wealth Management, LLC$2M782026-06-30
Satovsky Asset Management LLC$1.9M52026-06-30
Kingswood Wealth Advisors, LLC$1.9M1232026-06-30
Assembly Wealth$1.9M62026-06-30
Manchester Capital Management LLC$1.8M122026-06-30
Citadel Advisors LLC$1.7M02026-06-30
Freestone Capital Holdings, LLC$1.7M662026-06-30
Quantinno Capital Management LP$1.6M02026-06-30
Burling Wealth Partners, LLC$1.6M62026-06-30
Ducere Wealth Management LLC$1.5M82026-06-30
Focus Partners Wealth$1.5M1,0482026-06-30
Savvy Advisors, Inc.$1.5M2142026-06-30
Focus Partners Advisor Solutions, LLC$1.5M422026-06-30
Elequin Capital, LP$1.4M02026-06-30
Values Added Financial LLC$1.3M82026-06-30
Ariston Services Group$1.3M22026-06-30
Moss Adams Wealth Advisors LLC$1.3M212026-06-30
Mariner, LLC$1.3M02026-06-30
Ep Wealth Advisors, LLC$1.3M3382026-06-30
Envestnet Pmc$1.2M602026-06-30
Meridian Wealth Management, LLC$1.2M582026-06-30
Van Strum & Towne Inc$1.2M32026-06-30
North Berkeley Wealth Management, LLC$1.1M122026-06-30
Royal Bank of Canada$1.1M02026-06-30
Geometric Wealth Advisors, LLC$1.1M102026-06-30
Raub Brock Capital Management, LP$1M62026-06-30
Grant Street Asset Management, Inc.$1M82026-06-30
Sand Hill Global Advisors, LLC$954.6K202026-06-30
Sweeney & Michel, LLC$939.5K32026-06-30
Crux Wealth Advisors$933K92026-06-30
Cresset Asset Management, LLC$880.7K2122026-06-30
Aqr Capital Management LLC$873.7K12026-06-30
Oppenheimer & Co. Inc.$815.3K1,1662026-06-30
Integrated Advisors Network LLC$801.9K792026-06-30
Prospect Financial Group LLC$783.1K22026-06-30
Sanctuary Advisors, LLC$753.6K4012026-06-30
Cerity Partners LLC$744.7K7772026-06-30
Catalyst Private Wealth, LLC$743.6K52026-06-30
Northwestern Mutual Wealth Management Co$709.3K02026-06-30
Integrated Wealth Concepts LLC$707.6K4802026-06-30
Vanguard National Trust Co$706.5K02026-06-30
Vanguard Group Inc$704.1K02025-12-31
Worthpointe, LLC$701.2K72026-06-30
Ameritas Advisory Services, LLC$687.1K5502026-06-30
Steelpeak Wealth, LLC$669.7K422026-06-30
Navpoint Financial, Inc.$648.4K32026-06-30
MML Investors Services, LLC$636.2K5,1202026-06-30
Stone Summit Wealth LLC$602.5K32026-06-30
Chris Bulman Inc$582.9K72026-06-30
Brookstone Capital Management$582.9K3372026-06-30
New Insight Wealth Advisors$577.1K52026-06-30
Roberts Wealth Advisors, LLC$563.1K32026-06-30
International Assets Investment Management, LLC$551.6K1222026-06-30
Ashton Thomas Private Wealth, LLC$545.4K962026-06-30
Independent Financial Group, LLC$533.8K4812026-06-30
Slow Capital, Inc.$507.1K22026-06-30
Wespac Advisors Socal, LLC$503.4K102026-06-30
J.W. Cole Advisors, Inc.$503K4992026-06-30
Argyle Capital Partners, LLC$503K32026-06-30
Ieq Capital, LLC$492.9K1972026-06-30
Aprio Wealth Management, LLC$480.3K362026-06-30
Fmr LLC$476.1K02026-06-30
Fiduciary Financial Group, LLC$472.7K92026-06-30
Integral Wealth Management$470.8K52026-06-30
Tpg Advisors LLC$458.2K42026-06-30
Capital Advantage, Inc.$452.7K82026-06-30
Madson Wealth Advisors Inc$439.4K32026-06-30
Kaizen Financial Strategies, LLC$438.2K52026-06-30
Sterling Investment Advisors, Ltd.$427.6K72026-06-30
Keystone Wealth Services, LLC$425.3K122026-06-30
Sowell Financial Services LLC$424.3K1082026-06-30
Tolleson Wealth Management, Inc.$410.4K02026-06-30
Retirement Planning Group, LLC$404.6K02026-06-30
Hcr Wealth Advisors$403.9K102026-06-30
Bridgewater Advisors Inc.$403.4K142026-06-30
M Wealth Management, LLC$401.3K32026-06-30
Pinnacle Associates, Ltd.$386.3K332026-06-30
Pinnacle Wealth Management Advisory Group, LLC$386.3K102026-06-30
Edelman Financial Engines$382.7K7222026-06-30
Elser Financial Planning, Inc.$378.5K132026-06-30
Hurlow Wealth Management Group, Inc.$368.7K112026-06-30
Wealthgarden F.S. LLC$364.2K52026-06-30
Summitry LLC$354.8K282026-06-30
D.A. Davidson & Co.$351.8K6892026-06-30
Weatherly Asset Management L. P.$345.3K102026-06-30
Mercer Global Advisors Inc /adv$342.5K02026-06-30
Wealthspire Advisors, LLC$338.7K2372026-06-30
Climber Capital SA$312.2K02026-06-30
Blume Capital Management, Inc.$301.8K42026-06-30
Aureus Asset Management, LLC$301.8K22026-06-30
Sequoia Financial Group, LLC$295.3K2582026-06-30
Xy Planning Network, Inc.$294.1K02026-06-30
Optima Capital LLC$292.1K62026-06-30
Mfa Wealth Services$289.5K22026-06-30
Twin Peaks Wealth Advisors, LLC$287.3K102026-06-30
Xtx Topco Ltd$283.6K02026-06-30
Parallel Advisors, LLC$276.1K752026-06-30
Core Wealth Partners LLC$265.5K52026-06-30
Global Retirement Partners LLC$262.8K4912026-06-30
Centura Wealth Advisory$261K182026-06-30
Albion Financial Group /ut$260.6K02026-06-30
Sageview Advisory Group, LLC$258.2K942026-06-30
Capital Investment Advisors, LLC$257.2K592026-06-30
Hightower Advisors, LLC$255.3K1,0462026-06-30
Aspiriant, LLC$254.5K732026-06-30
Wealthspring Partners, LLC$253.3K52026-06-30
M. Kulyk & Associates, LLC$252.7K162026-06-30
CIBC Bancorp USA Inc.$251.5K02026-06-30
Knuff & Co LLC$251.5K12026-06-30
Hill Island Financial LLC$249.2K82026-06-30
Rs Crum Inc.$249K62026-06-30
Moneta Group Investment Advisors LLC$248.9K2562026-06-30
Invst, LLC$248.9K332026-06-30
Leo H. Evart, Inc.$248.6K22026-06-30
Tortoise Investment Management, LLC$243.5K152026-06-30
Sandy Cove Advisors, LLC$242.1K32026-06-30
Pandowealth. LLC$240.1K132026-06-30
Arlington Financial Advisors, LLC$240.1K82026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$237.8K02026-06-30
Gerber Kawasaki Wealth & Investment Management$235.3K392026-06-30
Good Harbor Advisors, Inc.$227.4K42026-06-30
The Clark Group Asset Management$226.9K32026-06-30
Clark Capital Management Group, Inc.$226.4K12026-06-30
Allworth Financial, LP$225.2K3172026-06-30
Integrity Wealth Solutions LLC$222.8K22026-06-30
Paragon Capital Management Ltd$214.3K02026-06-30
Hennion & Walsh Asset Management, Inc.$214.2K712026-06-30
Founders Financial Securities LLC$214.1K1172026-06-30
Compound Planning, Inc.$212.3K752026-06-30
Farther Finance Advisors, LLC$211.3K3342026-06-30
Equita Financial Network, Inc.$203.7K162026-06-30
Value Investment Professionals, LLC$203.3K32026-06-30
Creative Financial Designs Inc /adv$201.2K02026-06-30
Virtue Asset Management LLC$201.2K32026-06-30
Ares Financial Consulting, LLC$127.4K42026-06-30
Rialto Wealth Management, LLC$109.2K82026-06-30
Larson Financial Group LLC$100.6K672026-06-30
Timbuktu Capital Management, LLC$86.5K12026-06-30
Breakwater Investment Management$85.6K32026-06-30
Cherry Tree Wealth Management, LLC$78.8K92026-03-31
Golden State Wealth Management, LLC$70.9K472026-06-30
Spire Wealth Management$35.2K32026-06-30
Signature Resources Capital Management, LLC$33.4K02026-06-30
Marble Trail Advisors$33.2K42026-06-30
Cva Family Office, LLC$26.5K82026-06-30
Eversource Wealth Advisors, LLC$26.2K772026-06-30
Ifp Advisors, Inc$25.5K3182026-06-30
Graney & King, LLC$24.9K42026-06-30
Tidemark, LLC$20.2K82026-06-30
Pittenger & Anderson Inc$20.1K142026-06-30
Creative Capital Management Investments LLC$17.4K62026-06-30
US Bancorp$14.7K02026-06-30
Steward Partners Investment Advisory, LLC$10.1K4812026-06-30
Assetmark, Inc$3.5K2202026-06-30
Wedbush Securities Inc$2.9K2202026-06-30
Natixis Advisors, LLC$2.8K572026-06-30
Triumph Capital Management$2.5K142026-06-30
Platt Wealth Management$1.9K32026-06-30
Stonebridge Financial Group, Llc/ca$69502026-06-30
Centaurus Financial, Inc.$4194312026-06-30
Betterment LLC$373282026-06-30
Cambridge Investment Research Advisors, Inc.$2393,9402026-03-31
Wells Fargo & Company/mn$5202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30