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Vanguard Calif Tax Free Fds shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $80k 795 100.26

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust State Street Spd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

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