Filing Research | VANGUARD CALIF TAX FREE FDS Institutional Holdings

Snapshot holdings

50 / 59 loaded

#		Instrument	quantity
1	Composition Wealth, LLC	Shares	634.0KSH	$63.8M
2	Wedmont Private Capital	Shares	244.1KSH	$24.4M
3	ECLECTIC ASSOCIATES INC /ADV	Shares	78.9KSH	$7.9M
4	PFG Advisors	Shares	48.9KSH	$4.9M
5	NDWM LLC	Shares	43.3KSH	$4.4M
6	BERNZOTT CAPITAL ADVISORS	Shares	42.7KSH	$4.3M
7	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	37.6KSH	$3.8M
8	FLC Capital Advisors	Shares	28.3KSH	$2.9M
9	Burton Enright Welch	Shares	26.5KSH	$2.7M
10	Apella Capital, LLC	Shares	24.3KSH	$2.4M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.8KSH	$2.1M
12	Raub Brock Capital Management LP	Shares	10.1KSH	$1.0M
13	CRUX WEALTH ADVISORS	Shares	9.3KSH	$933.0K
14	CATALYST PRIVATE WEALTH, LLC	Shares	7.4KSH	$743.6K
15	SteelPeak Wealth, LLC	Shares	6.7KSH	$669.7K
16	NavPoint Financial, Inc.	Shares	6.4KSH	$648.4K
17	Stone Summit Wealth LLC	Shares	6.0KSH	$602.5K
18	Chris Bulman Inc	Shares	5.8KSH	$582.9K
19	Brookstone Capital Management	Shares	5.8KSH	$582.9K
20	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.5KSH	$551.6K
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.3KSH	$533.8K
22	Slow Capital, Inc.	Shares	5.0KSH	$507.1K
23	WESPAC Advisors SoCal, LLC	Shares	5.0KSH	$503.4K
24	J.W. COLE ADVISORS, INC.	Shares	5.0KSH	$503.0K
25	Aprio Wealth Management, LLC	Shares	4.8KSH	$480.3K
26	FIDUCIARY FINANCIAL GROUP, LLC	Shares	4.7KSH	$472.7K
27	INTEGRAL INVESTMENT ADVISORS, INC.	Shares	4.7KSH	$470.8K
28	Capital Advantage, Inc.	Shares	4.5KSH	$452.7K
29	Madson Wealth Advisors Inc	Shares	4.4KSH	$439.4K
30	Sowell Financial Services LLC	Shares	4.2KSH	$424.3K
31	HCR Wealth Advisors	Shares	4.0KSH	$403.9K
32	Elser Financial Planning, Inc	Shares	3.8KSH	$378.5K
33	SUMMITRY LLC	Shares	3.5KSH	$354.8K
34	D.A. DAVIDSON & CO.	Shares	3.5KSH	$351.8K
35	WEATHERLY ASSET MANAGEMENT L. P.	Shares	3.4KSH	$345.3K
36	Climber Capital SA	Shares	3.1KSH	$312.2K
37	Sequoia Financial Advisors, LLC	Shares	2.9KSH	$295.3K
38	XY Planning Network, Inc.	Shares	2.9KSH	$294.1K
39	OPTIMA CAPITAL LLC	Shares	2.9KSH	$292.1K
40	MFA Wealth Services	Shares	2.9KSH	$289.5K
41	Core Wealth Partners LLC	Shares	2.6KSH	$265.5K
42	ALBION FINANCIAL GROUP /UT	Shares	2.6KSH	$260.6K
43	ASPIRIANT, LLC	Shares	2.5KSH	$254.5K
44	Sandy Cove Advisors, LLC	Shares	2.4KSH	$242.1K
45	Arlington Financial Advisors, LLC	Shares	2.4KSH	$240.1K
46	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	2.4KSH	$237.8K
47	Good Harbor Advisors, Inc.	Shares	2.3KSH	$227.4K
48	Pachira Investments Inc.	Shares	2.3KSH	$226.9K
49	Hennion & Walsh Asset Management, Inc.	Shares	2.1KSH	$214.2K
50	Farther Finance Advisors, LLC	Shares	2.1KSH	$211.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 62 loaded

#		Instrument
1	Wedmont Private Capital added	Shares	+49.5K	+$5.0M	$24.4M
2	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+37.6K	+$3.8M	$3.8M
3	ECLECTIC ASSOCIATES INC /ADV added	Shares	+14.4K	+$1.5M	$7.9M
4	BERNZOTT CAPITAL ADVISORS added	Shares	+12.5K	+$1.3M	$4.3M
5	Raub Brock Capital Management LP new	Shares	+10.1K	+$1.0M	$1.0M
6	CRUX WEALTH ADVISORS new	Shares	+9.3K	+$933.0K	$933.0K
7	Apella Capital, LLC added	Shares	+7.3K	+$728.4K	$2.4M
8	Composition Wealth, LLC trimmed	Shares	-2.4K	+$727.9K	$63.8M
9	Burton Enright Welch added	Shares	+6.6K	+$697.7K	$2.7M
10	Chris Bulman Inc new	Shares	+5.8K	+$582.9K	$582.9K
11	Brookstone Capital Management new	Shares	+5.8K	+$582.9K	$582.9K
12	Slow Capital, Inc. new	Shares	+5.0K	+$507.1K	$507.1K
13	J.W. COLE ADVISORS, INC. new	Shares	+5.0K	+$503.0K	$503.0K
14	Aprio Wealth Management, LLC new	Shares	+4.8K	+$480.3K	$480.3K
15	Capital Advantage, Inc. new	Shares	+4.5K	+$452.7K	$452.7K
16	Sowell Financial Services LLC new	Shares	+4.2K	+$424.3K	$424.3K
17	HCR Wealth Advisors new	Shares	+4.0K	+$403.9K	$403.9K
18	FLC Capital Advisors added	Shares	+2.3K	+$273.3K	$2.9M
19	Sandy Cove Advisors, LLC new	Shares	+2.4K	+$242.1K	$242.1K
20	Arlington Financial Advisors, LLC new	Shares	+2.4K	+$240.1K	$240.1K
21	Hennion & Walsh Asset Management, Inc. new	Shares	+2.1K	+$214.2K	$214.2K
22	NDWM LLC added	Shares	+1.5K	+$212.1K	$4.4M
23	Value Investment Professionals, LLC new	Shares	+2.0K	+$203.3K	$203.3K
24	PFG Advisors added	Shares	+1.1K	+$185.0K	$4.9M
25	D.A. DAVIDSON & CO. added	Shares	+1.4K	+$148.7K	$351.8K
26	ALBION FINANCIAL GROUP /UT added	Shares	+1.4K	+$143.1K	$260.6K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+893	+$104.3K	$2.1M
28	Farther Finance Advisors, LLC added	Shares	+1.0K	+$102.2K	$211.3K
29	NavPoint Financial, Inc. added	Shares	+848	+$93.9K	$648.4K
30	INTEGRAL INVESTMENT ADVISORS, INC. added	Shares	+830	+$89.3K	$470.8K
31	Madson Wealth Advisors Inc added	Shares	+552	+$61.3K	$439.4K
32	OPTIMA CAPITAL LLC added	Shares	+452	+$49.2K	$292.1K
33	Stone Summit Wealth LLC added	Shares	+321	+$40.9K	$602.5K
34	SteelPeak Wealth, LLC unchanged	Shares	0	+$10.1K	$669.7K
35	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+12	+$8.3K	$472.7K
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$6.5K	$551.6K
37	MFA Wealth Services added	Shares	+12	+$5.6K	$289.5K
38	SUMMITRY LLC unchanged	Shares	0	+$5.4K	$354.8K
39	WEATHERLY ASSET MANAGEMENT L. P. unchanged	Shares	0	+$5.2K	$345.3K
40	Pachira Investments Inc. added	Shares	+14	+$4.9K	$226.9K
41	Sequoia Financial Advisors, LLC unchanged	Shares	0	+$4.5K	$295.3K
42	XY Planning Network, Inc. unchanged	Shares	0	+$4.4K	$294.1K
43	Good Harbor Advisors, Inc. added	Shares	+9	+$4.3K	$227.4K
44	Climber Capital SA unchanged	Shares	0	+$4.3K	$312.2K
45	Core Wealth Partners LLC unchanged	Shares	0	+$4.0K	$265.5K
46	ASPIRIANT, LLC unchanged	Shares	0	+$3.8K	$254.5K
47	Ares Financial Consulting, LLC added	Shares	+10	+$2.9K	$127.4K
48	Golden State Wealth Management, LLC unchanged	Shares	0	+$1.1K	$70.9K
49	EverSource Wealth Advisors, LLC added	Shares	+2	+$596	$26.2K
50	IFP Advisors, Inc added	Shares	+2	+$583	$25.5K

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