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Vanguard Calif Tax Free Fds shares owned by Opes Wealth Management

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

Historical chart of Opes 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 Opes 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 Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $573k 5.7k 101.38
2024-06-30 $562k 5.7k 99.40

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Total Usd (IUSB)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Opes Wealth Management

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Jane Street
Wedmont Private Capital
Steel Peak Wealth Management
Financial Management Network
FLC Capital Advisors
Fort Point Capital Partners
Commonwealth Equity Services
Flow Traders US
Eclectic Associates
Raymond James & Associates
Creative Planning
Wedbush Morgan Securities
Beverly Hills Private Wealth
Diversify Advisory Services

View all funds holding Vanguard Calif Tax Free Fds