VTEC · Insider trading · 13F holders · Congress trades
Vanguard Calif Tax Free Fds (VTEC)
Who is buying and selling VTEC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 39
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VTEC at a glance
- No open-market insider purchases or sales of VTEC were filed in the last 90 days.
- 39 13F filers hold VTEC among their 50 largest positions, worth $217.3M combined. The biggest bets by portfolio weight are Ndwm LLC (2.6%), Manhattan West Asset Management, LLC (2.3%) and Ballast Rock Private Wealth LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
- No member of Congress has disclosed a trade in VTEC.
VTEC insider trading
No open-market insider purchases or sales of VTEC were filed in the last 90 days.
Who owns VTEC? Hedge funds and superinvestors
39 13F filers hold VTEC among their 50 largest positions, worth $217.3M combined. The biggest bets by portfolio weight are Ndwm LLC (2.6%), Manhattan West Asset Management, LLC (2.3%) and Ballast Rock Private Wealth LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Composition Wealth, LLCWealth manager | 0.7% | $63.8M | 633,969 | -0.4% shares | Q2 2026 |
| Wedmont Private CapitalWealth manager | 0.6% | $23.1M | 246,073 | +0.8% shares | Q3 2026 |
| Pasadena Private Wealth, LLCWealth manager | 1.8% | $14.2M | 140,810 | +1.3% shares | Q2 2026 |
| Manhattan West Asset Management, LLCWealth manager | 2.3% | $13.8M | 137,411 | — | Q2 2026 |
| Tarbox Family Office, Inc.Wealth manager | 1.6% | $11.5M | 122,331 | — | Q3 2026 |
| Eclectic Associates Inc /advInvestment manager | 0.9% | $8.2M | 87,103 | +10.5% shares | Q3 2026 |
| Slow Capital, Inc.Institutional asset manager | 0.8% | $7.5M | 79,325 | — | Q3 2026 |
| Brio Consultants, LLCWealth manager | 0.7% | $5.9M | 58,901 | +2.1% shares | Q2 2026 |
| Altiora Financial Group, LLCWealth manager | 0.8% | $5.0M | 50,000 | +0.0% shares | Q2 2026 |
| Ballast Rock Private Wealth LLCWealth manager | 2.2% | $4.8M | 50,443 | +0.8% shares | Q3 2026 |
| Bell Investment Advisors, IncWealth manager | 0.6% | $4.4M | 46,610 | -0.5% shares | Q3 2026 |
| Ndwm LLCWealth manager | 2.6% | $4.4M | 43,280 | +3.5% shares | Q2 2026 |
| Fort Point Capital Partners LLCWealth manager | 0.4% | $4.2M | 41,652 | +65.5% shares | Q2 2026 |
| Bernzott Capital AdvisorsWealth manager | 1.8% | $4.2M | 44,224 | +3.6% shares | Q3 2026 |
| FF Advisors,LLCWealth manager | 1.4% | $3.9M | 41,264 | +79.6% shares | Q3 2026 |
| Luminvest Wealth Management LLCWealth manager | 0.9% | $3.6M | 38,344 | +8.4% shares | Q3 2026 |
| DeLarme Wealth Management, Inc.Wealth manager | 1.9% | $3.3M | 32,557 | +25.8% shares | Q2 2026 |
| Moss Adams Wealth Advisors LLCWealth manager | 0.2% | $2.9M | 30,371 | — | Q3 2026 |
| FLC Capital AdvisorsWealth manager | 0.5% | $2.9M | 28,339 | +8.9% shares | Q2 2026 |
| Burton Enright WelchWealth manager | 0.3% | $2.7M | 26,470 | +33.5% shares | Q2 2026 |
| Entruity Wealth, LLCWealth manager | 1.5% | $2.3M | 23,081 | New | Q2 2026 |
| Three Arch Wealth Management LLCWealth manager | 0.4% | $2.2M | 23,429 | -19.8% shares | Q3 2026 |
| Catalyst Private Wealth, LLCWealth manager | 0.8% | $2.0M | 20,900 | +182.7% shares | Q3 2026 |
| Satovsky Asset Management LLCWealth manager | 0.3% | $1.9M | 19,287 | — | Q2 2026 |
| Wrapmanager IncWealth manager | 0.6% | $1.9M | 19,200 | — | Q2 2026 |
| Platt Wealth Management LLCWealth manager | 1.5% | $1.9M | 19,021 | +56.7% shares | Q2 2026 |
| Legal Advantage Investments, Inc.Wealth manager | 0.3% | $1.4M | 15,000 | — | Q3 2026 |
| Ariston Services GroupWealth manager | 0.8% | $1.4M | 14,738 | +13.2% shares | Q3 2026 |
| North Berkeley Wealth Management, LLCWealth manager | 0.5% | $1.1M | 11,276 | +35.5% shares | Q2 2026 |
| Geometric Wealth AdvisorsWealth manager | 0.1% | $1.1M | 10,780 | +0.8% shares | Q2 2026 |
The 30 largest of 39 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 19). Screen VTEC in the grand portfolio →
VTEC stock trades by members of Congress
No member of Congress has disclosed a trade in VTEC.
VTEC questions and answers
Are insiders buying VTEC stock?
No open-market insider purchases or sales of VTEC were filed in the last 90 days.
Which hedge funds own VTEC?
39 13F filers hold VTEC among their 50 largest positions, worth $217.3M combined. The biggest bets by portfolio weight are Ndwm LLC (2.6%), Manhattan West Asset Management, LLC (2.3%) and Ballast Rock Private Wealth LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 14 added to one.
Has Congress traded VTEC?
No member of Congress has disclosed a trade in VTEC.
Who is the largest holder of VTEC?
Among 13F filers, Composition Wealth, LLC reports the largest VTEC position, $63.8M (633,969 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Ndwm LLC's: 2.6% of its portfolio.
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