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Vanguard Calif Tax Free Fds shares owned by Blue Oak Capital

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

Historical chart of Blue Oak 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 Blue Oak 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 Blue Oak Capital

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.9M 19k 97.61
2025-03-31 $1.7M 18k 98.40

More positions owned by Blue Oak Capital

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Global Sustaina (DFSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Blue Oak Capital

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