VTEC — Vanguard Calif Tax Free Fds Institutional Holders · Q3 2026
Who owns Vanguard Calif Tax Free Fds (VTEC)? 8 institutions reported holding $42.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wedmont Private Capital ($23.1M), Eclectic Associates Inc ($8.2M), Apella Capital, LLC ($6.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wedmont Private Capital | $23.1M | 246,073 | Added |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $8.2M | 87,103 | Added |
| 3 | Apella Capital, LLC | $6.1M | 65,501 | Added |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $2.6M | 27,756 | Added |
| 5 | Sincerus Advisory, LLC | $790,567 | 8,385 | New |
| 6 | Kaizen Financial Strategies | $506,071 | 5,368 | Added |
| 7 | Farther Finance Advisors, LLC | $410,118 | 4,350 | Added |
| 8 | Paragon Capital Management Ltd | $201,394 | 2,136 | Added |
Source: SEC Form 13F filings · as of 2026-09-30