SEC 13F Intelligence

VANGUARD CA INTERM-TERM TAX-EXEMPT ADM

CUSIP 922021407

Vanguard Ca Interm-Term Tax-Exempt Adm has 3 institutional holders in Filings Flow’s 13F database, together reporting 171.1K shares worth $2M as of Q1 2026. The largest reported holders are First Merchants Corp, Westside Investment Management, Inc., and Everett Harris & Co /Ca/.

Institutional Holders
3
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 3Q4 ’18Q1 ’19: 3Q2 ’19: 1Q2 ’19Q3 ’19: 1Q2 ’21: 4Q2 ’21Q4 ’21: 3Q4 ’22: 2Q4 ’22Q4 ’25: 3Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $3MQ4 ’18Q1 ’19: $418MQ2 ’19: $979,000Q2 ’19Q3 ’19: $996,000Q2 ’21: $126MQ2 ’21Q4 ’21: $122MQ4 ’22: $1MQ4 ’22Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
Westside Investment Management, Inc.$653M AUM0.08%$518,27345.2KQ1 2026
FIRST MERCHANTS CORP$2.6B AUM0.04%$982,76585.9KQ1 2026
EVERETT HARRIS & CO /CA/$7.8B AUM0.01%$457,60040.0KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.