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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard California Tax-Exempt Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Pandowealth. LLC
Report period
2025-12-31
Available
2026-08-29
Reported shares
3,948
Value (USD)
$395,826
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000788
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VTEC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VTEC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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