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Vanguard Calif Tax Free Fds shares owned by Geometric Wealth Advisors

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

Historical chart of Geometric Wealth Advisors 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 Geometric Wealth Advisors 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 Geometric Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 11k 99.77

More positions owned by Geometric Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Global Real Est (DFGR)
Carvana Cl A (CVNA)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Geometric Wealth Advisors

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