North Berkeley Wealth Management »

Vanguard Calif Tax Free Fds shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley 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 North Berkeley Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Calif Tax Free Fds by North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $830k 8.3k 99.77
2025-06-30 $812k 8.3k 97.61
2025-03-31 $819k 8.3k 98.40
2024-12-31 $828k 8.3k 99.54

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

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