§ EQUITY
USDVTEC
VANGUARD CA TAX-EX BOND
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Charles Schwab Investment Mgmt | 4.4M | 0.1% | +9% |
| Composition Wealth, LLC | 636K | 0.9% | +12% |
| Cetera Investment Advisers | 253K | 0.0% | −8% |
| Bank of America Corp | 225K | 0.0% | +11% |
| CAPTRUST FINANCIAL ADVISORS | 210K | 0.0% | +3% |
| Wedmont Private Capital | 195K | 0.6% | +22% |
◇ AC INTELLIGENCE
Top institutional owners for VTEC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
PASSIVE / INDEX50.3% · 1 holder
OTHER44.3% · 159 holders
DEALER / BANK4.4% · 8 holders
TACTICAL / MACRO0.5% · 1 holder
INCOME / DEFENSIVE0.2% · 3 holders
SYSTEMATIC / QUANT0.2% · 1 holder
QUALITY / COMPOUNDER0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VTEC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention VTEC yet.