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Vanguard Calif Tax Free Fds shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth 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 New Insight Wealth 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $577k 5.7k 100.60

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust High Divid Etf (FDVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Ishares Tr Intl Eqty Factor (INTF)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)

View all positions for New Insight Wealth Advisors

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
Eclectic Associates
CI Private Wealth
Creative Planning
Jane Street

View all funds holding Vanguard Calif Tax Free Fds