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Vanguard Calif Tax Free Fds shares owned by Catalyst Private Wealth

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

Historical chart of Catalyst Private Wealth 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 Catalyst Private Wealth 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 Catalyst Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $949k 9.5k 100.26
2025-09-30 $254k 2.5k 99.77
2025-06-30 $241k 2.5k 97.61

More positions owned by Catalyst Private Wealth

Atlassian Corporation Cl A (TEAM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ssga Active Tr Spdr Bridgewater (ALLW)
Affirm Hldgs Com Cl A (AFRM)
Ishares Tr Core Msci Total (IXUS)
Doordash Cl A (DASH)
Meta Platforms Cl A (META)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)
Samsara Com Cl A (IOT)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Catalyst Private Wealth

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Miracle Mile Advisors
Cetera Investment Advisers
Jane Street
Captrust Financial Advisors
Wedmont Private Capital
Guggenheim Capital, LLC Managers
LPL Financial
Evoke Wealth
Concurrent Investment Advisors
Eclectic Associates
Creative Planning
Brio Consultants
Old Mission Capital
Altiora Financial Group

View all funds holding Vanguard Calif Tax Free Fds