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Vanguard Calif Tax Free Fds shares owned by Evoke Wealth

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

Historical chart of Evoke 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 Evoke 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 Evoke Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 37k 99.77
2025-06-30 $2.5M 26k 97.61
2025-03-31 $2.1M 21k 98.40
2024-12-31 $301k 3.0k 99.54

More positions owned by Evoke Wealth

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Tidal Trust I Rpar Risk Pari (RPAR)
Schwab Strategic Tr Us Tips Etf (SCHP)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Evoke 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