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Vanguard Calif Tax Free Fds shares owned by NavPoint Financial

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

Historical chart of NavPoint 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 NavPoint 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 NavPoint Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 3.2k 99.78
2025-06-30 $313k 3.2k 97.61

More positions owned by NavPoint Financial

World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for NavPoint 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