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Vanguard Calif Tax Free Fds shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 51k 99.77
2025-06-30 $5.8M 59k 97.61
2025-03-31 $5.2M 53k 98.40
2024-12-31 $842k 8.5k 99.54

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Msci Emerg Mrkt (EEMV)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rusel 2500 Etf (SMMD)

View all positions for Brio Consultants

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