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Vanguard Calif Tax Free Fds shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 13k 100.18

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Jane Street
Wedmont Private Capital
Old Mission Capital
Financial Management Network
FLC Capital Advisors
Fort Point Capital Partners
Commonwealth Equity Services
Flow Traders US
Raymond James & Associates
Diversify Advisory Services
Creative Planning
Wedbush Morgan Securities
Beverly Hills Private Wealth
Bridgewealth Advisory Group

View all funds holding Vanguard Calif Tax Free Fds