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Vanguard Calif Tax Free Fds shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $267k 2.7k 99.40

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)

View all positions for Captrust Financial Advisors

Top funds holding Vanguard Calif Tax Free Fds

Wedmont Private Capital
Old Mission Capital
FLC Capital Advisors
Financial Management Network
Jane Street
Values Added Financial
Joel Isaacson & Co
Opes Wealth Management
Beacon Pointe Advisors
Royal Bank of Canada
Bridgewealth Advisory Group
Creative Planning
Keystone Wealth Services
Blume Capital Management
Commonwealth Equity Services

View all funds holding Vanguard Calif Tax Free Fds