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Public ownership evidence

Vanguard California Tax-Exempt Bond ETF (VTEC) Ownership Disclosures

Read VTEC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Pandowealth. LLC2025-12-312026-08-293,948$395,826None
Pandowealth. LLC2026-03-312026-08-292,216$219,561None
Corient Private Wealth LP2026-06-302026-08-2891,669$9,221,955None
Pandowealth. LLC2026-06-302026-08-212,387$240,132None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,405$342,543None
Beacon Pointe Advisors, LLC2026-06-302026-08-1947,768$4,805,435None
Leo H. Evart, Inc.2026-06-302026-08-192,471$248,593None
Corient Private Wealth LP2026-06-302026-08-1891,670$9,221,955None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1843,500$4,370,445None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,166$419,000None
Ameritas Advisory Services, LLC2026-06-302026-08-156,830$687,098None
Invst, LLC2026-06-302026-08-152,474$248,884None
XTX Topco Ltd2026-06-302026-08-152,819$283,591None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-154,181,993$420,708,496None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-154,181,993$420,708,496None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,385$843,551None
OSAIC HOLDINGS, INC.2026-06-302026-08-1528,133$2,830,443None
Betterment LLC2026-06-302026-08-153,705$373,000None
Fort Point Capital Partners LLC2026-06-302026-08-1541,652$4,190,233None
Gotham Asset Management, LLC2026-06-302026-08-1539,612$3,984,967None
Aureus Asset Management, LLC2026-06-302026-08-153,000$301,800None
Financial Engines Advisors L.L.C.2026-06-302026-08-153,804$382,682None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1585,654$8,608,270None
MAI Capital Management2026-06-302026-08-1595,428$9,600,121None
Cerity Partners LLC2026-06-302026-08-155,116$514,670None
Cerity Partners LLC2026-06-302026-08-152,287$230,072None
Cresset Asset Management, LLC2026-06-302026-08-158,754$880,652None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158,685$873,675None
ROYAL BANK OF CANADA2026-06-302026-08-15500$50,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,521$958,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,046$105,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-152,475$248,944None
CITADEL ADVISORS LLC2026-06-302026-08-154,800$482,880Put
CITADEL ADVISORS LLC2026-06-302026-08-1517,116$1,721,870None
CITADEL ADVISORS LLC2026-06-302026-08-157,400$744,440Call
Larson Financial Group LLC2026-06-302026-08-151,000$100,600None
NATIXIS ADVISORS, LLC2026-06-302026-08-1527,674$2,784,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,864$690,518None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1522,322$2,245,593None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$52None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15139,308$14,014,385None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15281,575$28,326,427None
Timbuktu Capital Management, LLC2026-06-302026-08-14860$86,516None
Stonebridge Financial Group, LLC/CA2026-06-302026-08-146,916$695,000None
TWIN PEAKS WEALTH ADVISORS, LLC2026-06-302026-08-142,856$287,347None
Vanguard National Trust Co2026-06-302026-08-147,023$706,514None
Sanctuary Advisors, LLC2026-06-302026-08-147,491$753,595None
Tolleson Wealth Management, Inc.2026-06-302026-08-144,080$410,448None
Quantinno Capital Management LP2026-06-302026-08-1416,378$1,647,627None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14100$10,060None

90-day public filing window, up to 50 source positions.

Pandowealth. LLC ↗Pandowealth. LLC ↗Corient Private Wealth LP ↗Pandowealth. LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Leo H. Evart, Inc. ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗CENTAURUS FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.