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Vanguard Calif Tax Free Fds shares owned by HCR Wealth Advisors

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

Historical chart of HCR 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 HCR 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $404k 4.0k 100.60

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
Nvidia Corp Common Stock (NVDA)
Vanguard Extended Market ETF S &P Compl Common Stock (VXF)
iShares Core S&P 500 ETF Etf (IVV)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
First Trust Preferred Securities and Income ETF Etf (FPE)
iShares Core S&P Small-Cap ETF Etf (IJR)
Microsoft Common Stock (MSFT)
Ametek Common Stock (AME)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Sixth Street Partners Management Company
Miracle Mile Advisors
Bank of America Corporation
Cetera Investment Advisers
Wedmont Private Capital
Captrust Financial Advisors
Guggenheim Capital, LLC Managers
LPL Financial
Pasadena Private Wealth
Manhattan West Asset Management
MAI Wealth Advisors
Concurrent Investment Advisors
CI Private Wealth
Jones Financial Companies, L.L

View all funds holding Vanguard Calif Tax Free Fds