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Vanguard Calif Tax Free Fds shares owned by Aspiriant

Quarter-by-quarter ownership of Vanguard Calif Tax Free Fds (VTEC) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 2.5k 99.77
2025-06-30 $247k 2.5k 97.61
2025-03-31 $246k 2.5k 98.40
2024-12-31 $246k 2.5k 99.54

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Miracle Mile Advisors
Cetera Investment Advisers
Captrust Financial Advisors
Wedmont Private Capital
Jane Street
LPL Financial
Eclectic Associates
Guggenheim Capital, LLC Managers
Brio Consultants
Creative Planning
PFG Advisors
Gotham Asset Management
CI Private Wealth
Concurrent Investment Advisors

View all funds holding Vanguard Calif Tax Free Fds