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Peak Retirement Planning »

Vanguard Calif Tax Free Fds shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in Vanguard Calif Tax Free Fds

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All positions including Vanguard Calif Tax Free Fds held by Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$232k	2.3k	99.10

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)

Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)

SPDR Gold MiniShares Exchange Traded Fund (TIPX)

State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)

State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)

State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)

State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)

Invesco QQQ Exchange Traded Fund (QQQ)

Vanguard Small-Cap Value Exchange Traded Fund (VBR)

Vanguard Small-Cap Growth Exchange Traded Fund (VBK)

Vanguard Value Exchange Traded Fund (VTV)

Vanguard Mid-Cap Value Exchange Traded Fund (VOE)

Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

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

Guggenheim Capital, LLC Managers

Pasadena Private Wealth

Concurrent Investment Advisors

CI Private Wealth

Eclectic Associates

Creative Planning

View all funds holding Vanguard Calif Tax Free Fds

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