Who Owns VANGUARD CALIF TAX FREE FDS (VTEC)? -- Institutional Holders (2026-06-30)

108 institutions reported holding $198.1M of VANGUARD CALIF TAX FREE FDS (VTEC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Miracle Mile Advisors, LLC ($63.8M), Wedmont Private Capital ($24.4M), Concurrent Investment Advisors, LLC ($9.3M), ECLECTIC ASSOCIATES INC /ADV ($7.9M), PFG Advisors ($4.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Miracle Mile Advisors, LLC$63.8M633,969Trimmed
2Wedmont Private Capital$24.4M244,141Added
3Concurrent Investment Advisors, LLC$9.3M92,114Trimmed
4ECLECTIC ASSOCIATES INC /ADV$7.9M78,851Added
5PFG Advisors$4.9M48,855Added
6NDWM LLC$4.4M43,280Added
7Bernzott Capital Advisors$4.3M42,692Added
8CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$3.8M37,566New
9Joel Isaacson & Co., LLC$3.7M36,450Added
10Luminvest Wealth Management LLC$3.6M35,370Trimmed
11Root Financial Partners, LLC$3.2M31,614Trimmed
12WEDBUSH SECURITIES INC$2.9M29,276Added
13FLC Capital Advisors$2.9M28,339Added
14COMMONWEALTH EQUITY SERVICES, LLC$2.7M26,627Added
15Burton Enright Welch$2.7M26,470Added
16Apella Capital, LLC$2.4M24,267Added
17FF Advisors,LLC$2.3M22,979Hold
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M20,834Added
19BAILARD, INC.$2.1M20,690New
20DIVERSIFY WEALTH MANAGEMENT, LLC$2.0M19,806Trimmed
21KINGSWOOD WEALTH ADVISORS, LLC$1.9M19,268New
22Platt Wealth Management LLC$1.9M19,021Added
23Freestone Capital Holdings, LLC$1.7M16,704Added
24BURLING WEALTH PARTNERS, LLC$1.6M15,556New
25Ducere Wealth Management LLC$1.5M15,212Added

Source: SEC Form 13F filings · as of 2026-06-30