Vanguard Calif Tax Free Fds shares owned by Creative Planning
Quarter-by-quarter ownership of Vanguard Calif Tax Free Fds (VTEC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Vanguard Calif Tax Free Fds
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Quarterly reported holdings in Vanguard Calif Tax Free Fds by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 51k | 99.77 |
| 2025-06-30 | $5.1M | 53k | 97.61 |
| 2025-03-31 | $1.6M | 16k | 98.40 |
| 2024-12-31 | $1.6M | 16k | 99.54 |
| 2024-09-30 | $1.1M | 11k | 101.38 |
| 2024-06-30 | $354k | 3.6k | 99.39 |
| 2024-03-31 | $322k | 3.2k | 100.47 |