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Vanguard Calif Tax Free Fds shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $382k 3.8k 100.26
2025-09-30 $279k 2.8k 99.77

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE All World Ex US Etf (VEU)
SPDR S&P 500 ETF Tr Etf (SPY)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)

View all positions for Pinnacle Wealth Management Advisory

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