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Vanguard Calif Tax Free Fds shares owned by Compass Advisory Group

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

Historical chart of Compass Advisory Group 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 Compass Advisory Group 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 Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $223k 2.2k 99.54

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Compass Advisory Group

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