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Vanguard Calif Tax Free Fds shares owned by M Wealth Management

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

Historical chart of M Wealth Management 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 M Wealth Management 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $401k 4.0k 100.59

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Avantis All Eqt (AVGV)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for M Wealth Management

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