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Vanguard Calif Tax Free Fds shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Vanguard Calif Tax Free Fds shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Vanguard Calif Tax Free Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Calif Tax Free Fds held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Calif Tax Free Fds by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 35k 99.72

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding Vanguard Calif Tax Free Fds

Wedmont Private Capital
Royal Bank of Canada
Jane Street
JustInvest
Flow Traders US
Blume Capital Management
Creative Planning
Advisor Group Holdings
Hanson McClain Advisors

View all funds holding Vanguard Calif Tax Free Fds