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Vanguard Calif Tax Free Fds shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 85k 99.77
2025-06-30 $6.3M 65k 97.61
2025-03-31 $874k 8.9k 98.40
2024-12-31 $780k 7.8k 99.54
2024-09-30 $477k 4.7k 101.38

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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