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Vanguard Calif Tax Free Fds shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Vanguard Calif Tax Free Fds

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All positions including Vanguard Calif Tax Free Fds held by Independent Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $637k 6.4k 99.08
2025-09-30 $825k 8.3k 99.77

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View all positions for Independent Financial Group

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Miracle Mile Advisors
Bank of America Corporation
Cetera Investment Advisers
Captrust Financial Advisors
Wedmont Private Capital
LPL Financial
Guggenheim Capital, LLC Managers
Pasadena Private Wealth
Evoke Wealth
Concurrent Investment Advisors
CI Private Wealth
Eclectic Associates
Creative Planning
Jane Street

View all funds holding Vanguard Calif Tax Free Fds