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Vanguard Calif Tax Free Fds shares owned by Bell Investment Advisors

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

Historical chart of Bell Investment 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 Bell Investment 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 Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 33k 99.77
2025-06-30 $3.6M 37k 97.61
2025-03-31 $127k 1.3k 98.43
2024-12-31 $10k 101 99.19
2024-09-30 $10k 100 101.12

More positions owned by Bell Investment Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Bell Investment Advisors

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