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Vanguard Calif Tax Free Fds shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe Advisors 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 Beacon Pointe Advisors 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $549k 5.5k 99.40

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Vanguard Calif Tax Free Fds

Wedmont Private Capital
Old Mission Capital
FLC Capital Advisors
Financial Management Network
Jane Street
Values Added Financial
Joel Isaacson & Co
Opes Wealth Management
Beacon Pointe Advisors
Royal Bank of Canada
Bridgewealth Advisory Group
Creative Planning
Keystone Wealth Services
Blume Capital Management
Commonwealth Equity Services

View all funds holding Vanguard Calif Tax Free Fds