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Vanguard Calif Tax Free Fds shares owned by CI Private Wealth

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

Historical chart of CI 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 CI 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 38k 99.77
2025-06-30 $3.9M 40k 97.61

More positions owned by CI Private Wealth

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for CI Private Wealth

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