VANGUARD CALIF TAX FREE FDS
CUSIP 922021605
Vanguard Calif Tax Free Fds has 10 institutional holders in Filings Flow’s 13F database, together reporting 8.78M shares worth $864M as of Q1 2026. The largest reported holders are Charles Schwab Investment Management Inc, Composition Wealth, LLC, and Bank Of America Corp /De/.
Institutional Holders
10
Q1 2026
Reported Value
$12M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ballast Rock Private Wealth LLC$181M AUM | 2.72% | $5M | 49.7K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 2.69% | $4M | 41.8K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 2.32% | $6M | 57.5K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 1.90% | $14M | 139.0K | Q1 2026OLDER |
| DeLarme Wealth Management, Inc.$155M AUM | 1.65% | $3M | 25.9K | Q1 2026OLDER |
| BERNZOTT CAPITAL ADVISORS$209M AUM | 1.43% | $3M | 30.2K | Q1 2026OLDER |
| Luminvest Wealth Management LLC$382M AUM | 1.18% | $5M | 45.6K | Q1 2026OLDER |
| Synergy Financial Group, LTD$133M AUM | 1.15% | $2M | 15.5K | Q1 2026OLDER |
| FF Advisors,LLC$247M AUM | 0.93% | $2M | 23.0K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.90% | $8M | 78.9K | Q2 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.87% | $63M | 636.3K | Q1 2026OLDER |
| Altiora Financial Group, LLC$607M AUM | 0.82% | $5M | 50.0K | Q1 2026OLDER |
| Ariston Services Group$167M AUM | 0.77% | $1M | 0 | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.72% | $5M | 46.2K | Q1 2026OLDER |
| Brio Consultants, LLC$818M AUM | 0.70% | $6M | 57.7K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.63% | $19M | 194.6K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 0.58% | $2M | 15.0K | Q1 2026OLDER |
| Integrity Investment Advisors, LLC$184M AUM | 0.53% | $970,984 | 9.8K | Q1 2026OLDER |
| CATALYST PRIVATE WEALTH, LLC$185M AUM | 0.51% | $938,486 | 9.5K | Q1 2026OLDER |
| Values Added Financial LLC$238M AUM | 0.50% | $1M | 12.0K | Q1 2026OLDER |
| Manhattan West Asset Management, LLC$511M AUM | 0.48% | $2M | 24.6K | Q1 2026OLDER |
| FLC Capital Advisors$560M AUM | 0.46% | $3M | 26.0K | Q1 2026OLDER |
| North Berkeley Wealth Management, LLC$189M AUM | 0.44% | $824,544 | 8.3K | Q1 2026OLDER |
| Argyle Capital Partners, LLC$139M AUM | 0.36% | $495,400 | 5.0K | Q1 2026OLDER |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.35% | $2M | 23.0K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.31% | $378,089 | 3.8K | Q1 2026OLDER |
| Fort Point Capital Partners LLC$825M AUM | 0.30% | $2M | 25.2K | Q1 2026OLDER |
| Burton Enright Welch$736M AUM | 0.27% | $2M | 19.8K | Q1 2026OLDER |
| SWEENEY & MICHEL, LLC$340M AUM | 0.25% | $845,129 | 8.4K | Q1 2026OLDER |
| TPG Advisors LLC$160M AUM | 0.25% | $396,914 | 4.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.24% | $904,216 | 9.1K | Q3 2025OLDER |
| Nautilus Advisors LLC$146M AUM | 0.23% | $342,070 | 3.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.23% | $5M | 47.7K | Q1 2026OLDER |
| WESPAC Advisors SoCal, LLC$470M AUM | 0.23% | $1M | 10.8K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.23% | $4M | 43.3K | Q1 2026OLDER |
| NavPoint Financial, Inc.$247M AUM | 0.22% | $554,503 | 5.6K | Q1 2026OLDER |
| VAN STRUM & TOWNE INC.$343M AUM | 0.22% | $757,962 | 7.7K | Q1 2026OLDER |
| Climber Capital SA$153M AUM | 0.20% | $307,994 | 3.1K | Q1 2026OLDER |
| MFA Wealth Services$151M AUM | 0.19% | $283,918 | 2.9K | Q1 2026OLDER |
| WealthSpring Partners, LLC$109M AUM | 0.19% | $204,022 | 2.1K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.18% | $436,176 | 4.4K | Q1 2026OLDER |
| Value Investment Professionals, LLC$119M AUM | 0.17% | $203,287 | 2.0K | Q2 2026 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.17% | $9M | 94.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.16% | $4M | 35.9K | Q1 2026OLDER |
| VIRTUE ASSET MANAGEMENT LLC$126M AUM | 0.16% | $200,520 | 2.0K | Q4 2025OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.16% | $561,585 | 5.7K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.14% | $18M | 178.7K | Q1 2026OLDER |
| Geometric Wealth Advisors$799M AUM | 0.13% | $1M | 10.7K | Q1 2026OLDER |
| Core Wealth Partners LLC$215M AUM | 0.12% | $261,472 | 2.6K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.12% | $564,744 | 5.7K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.12% | $2M | 22.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.12% | $5M | 50.4K | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.11% | $242,944 | 2.5K | Q1 2026OLDER |
| Pachira Investments Inc.$214M AUM | 0.10% | $221,995 | 2.2K | Q1 2026OLDER |
| INTEGRAL INVESTMENT ADVISORS, INC.$454M AUM | 0.10% | $470,808 | 4.7K | Q2 2026 |
| Roberts Wealth Advisors, LLC$394M AUM | 0.10% | $407,616 | 4.1K | Q1 2026OLDER |
| HILL ISLAND FINANCIAL LLC$412M AUM | 0.10% | $423,816 | 4.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.10% | $9M | 92.4K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.09% | $127,370 | 1.3K | Q2 2026 |
| Sterling Investment Advisors, Ltd.$552M AUM | 0.09% | $495,400 | 5.0K | Q1 2026OLDER |
| Knuff & Co LLC$332M AUM | 0.09% | $297,240 | 3.0K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.08% | $962,661 | 9.7K | Q1 2026OLDER |
| Hurlow Wealth Management Group, Inc.$420M AUM | 0.08% | $338,358 | 3.4K | Q1 2026OLDER |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.08% | $2M | 24.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.07% | $283,006 | 2.9K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.07% | $439M | 4.44M | Q1 2026OLDER |
| Moss Adams Wealth Advisors LLC$1.4B AUM | 0.07% | $891,632 | 9.0K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 19.8K | Q4 2025OLDER |
| Equita Financial Network, Inc.$318M AUM | 0.06% | $200,637 | 2.0K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.06% | $77,778 | 785 | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.06% | $464,388 | 4.7K | Q1 2026OLDER |
| Sandy Cove Advisors, LLC$400M AUM | 0.06% | $242,144 | 2.4K | Q2 2026 |
| Weaver Consulting Group$420M AUM | 0.06% | $225,005 | 2.3K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.05% | $2M | 19.7K | Q1 2026OLDER |
| Blume Capital Management, Inc.$588M AUM | 0.05% | $297,240 | 3.0K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.05% | $3M | 25.4K | Q1 2026OLDER |
| Tolleson Wealth Management, Inc.$693M AUM | 0.05% | $330,858 | 3.3K | Q4 2025OLDER |
| RS CRUM INC.$517M AUM | 0.05% | $245,223 | 2.5K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.05% | $289,699 | 2.9K | Q1 2026OLDER |
| Peak Retirement Planning, Inc.$501M AUM | 0.05% | $231,593 | 2.3K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.04% | $209,459 | 2.1K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.04% | $695,839 | 7.0K | Q1 2026OLDER |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.04% | $1M | 14.4K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.04% | $517,396 | 5.2K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 11.7K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.04% | $1M | 14.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.04% | $545,105 | 5.5K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.04% | $21M | 209.7K | Q1 2026OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.04% | $2M | 19.9K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.03% | $2M | 24.3K | Q2 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $5M | 55.5K | Q1 2026OLDER |
| Sand Hill Global Advisors, LLC$3.0B AUM | 0.03% | $940,170 | 9.5K | Q1 2026OLDER |
| Breakwater Investment Management$269M AUM | 0.03% | $84,318 | 851 | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.03% | $201,925 | 2.0K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.03% | $245,124 | 2.5K | Q1 2026OLDER |
| WEATHERLY ASSET MANAGEMENT L. P.$1.2B AUM | 0.03% | $340,043 | 3.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $25M | 252.8K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $237,788 | 2.4K | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $676,716 | 6.8K | Q1 2026OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.03% | $438,232 | 4.4K | Q1 2026OLDER |
| Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM | 0.03% | $380,467 | 3.8K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.03% | $228,773 | 2.3K | Q3 2025OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.02% | $2M | 24.7K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.02% | $99,080 | 1.0K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 42.4K | Q1 2026OLDER |
| Elser Financial Planning, Inc$2.1B AUM | 0.02% | $449,370 | 4.5K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $681,476 | 6.9K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.02% | $659,576 | 6.7K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.02% | $78,769 | 795 | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.02% | $32,895 | 332 | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.01% | $1M | 12.4K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $235,479 | 2.4K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $242,820 | 2.5K | Q1 2026OLDER |
| SUMMITRY LLC$2.8B AUM | 0.01% | $349,456 | 3.5K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $501,300 | 5.0K | Q4 2025OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $4M | 39.6K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $469,045 | 4.7K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.01% | $19,893 | 201 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $852,484 | 8.6K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $6M | 65.3K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $243,657 | 2.4K | Q4 2025OLDER |
| Gerber Kawasaki Wealth & Investment Management$3.1B AUM | 0.01% | $255,093 | 2.6K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $339,844 | 3.4K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $69,851 | 705 | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $117,410 | 1.2K | Q1 2026OLDER |
| ASPIRIANT, LLC$3.5B AUM | 0.01% | $250,672 | 2.5K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.01% | $28,734 | 290 | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $214,177 | 2.1K | Q2 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 12.1K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $19,915 | 201 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $19M | 187.3K | Q1 2026OLDER |
| Creative Capital Management Investments LLC$348M AUM | 0.00% | $17,141 | 173 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $271,975 | 2.7K | Q2 2026 |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.00% | $380,467 | 3.8K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $6M | 64.4K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $538,605 | 5.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 19.9K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.00% | $253,348 | 2.6K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $99,080 | 1.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 22.1K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $372,159 | 3.7K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 20.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 59.8K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $26,058 | 263 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $2M | 16.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 336.9K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $455,174 | 4.6K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $166,851 | 1.7K | Q1 2026OLDER |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.00% | $244,034 | 2.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 15.2K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $324,091 | 3.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $290,800 | 2.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $278,306 | 2.8K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $203,114 | 2.0K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $34,678 | 350 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $109,021 | 1.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 30.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $6M | 62.6K | Q1 2026OLDER |
| PITTENGER & ANDERSON INC$2.5B AUM | 0.00% | $19,816 | 200 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $25,627 | 259 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $372,343 | 3.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 45.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $512,937 | 5.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 11.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $40,906 | 410 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $24,869 | 251 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,477 | 25 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $107,700 | 1.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $282,081 | 2.8K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $860,474 | 8.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $234,546 | 2.4K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $339,943 | 3.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 10.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $587,544 | 5.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,882 | 79 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $746,978 | 7.5K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $487,771 | 4.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $9,908 | 100 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $564,039 | 5.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $368,438 | 3.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $197,933 | 2.0K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $704,126 | 7.0K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $136 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.