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Vanguard Calif Tax Free Fds shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 2.5k 100.26

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Miracle Mile Advisors
Cetera Investment Advisers
Jane Street
Captrust Financial Advisors
Wedmont Private Capital
Guggenheim Capital, LLC Managers
LPL Financial
Evoke Wealth
Concurrent Investment Advisors
Eclectic Associates
Creative Planning
Brio Consultants
Old Mission Capital
Altiora Financial Group

View all funds holding Vanguard Calif Tax Free Fds