Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / TAX EXEMPT BD FD
-
Total 13F shares
-
3,173,049
-
Share change
-
+583,549
-
Total reported value
-
$311,960,280
-
Price per share
-
$98.40
-
Number of holders
-
62
-
Value change
-
+$57,291,111
-
Number of buys
-
39
-
Number of sells
-
16
Institutional Holders of VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD (VTEC) as of Q1 2025
As of 31 Mar 2025,
VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD (VTEC) was held by
62 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,173,049 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, CAPTRUST FINANCIAL ADVISORS, BANK OF AMERICA CORP /DE/, Wedmont Private Capital, Brio Consultants, LLC, JANE STREET GROUP, LLC, PFG Advisors, Gotham Asset Management, LLC, ECLECTIC ASSOCIATES INC /ADV, and ROYAL BANK OF CANADA.
This page lists
62
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.