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Vanguard Calif Tax Free Fds shares owned by Sincerus Advisory

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

Historical chart of Sincerus 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 Sincerus 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 Sincerus Advisory

Quarter filed Position value Share count Share price at filing
2026-09-30 $791k 8.4k 94.28

More positions owned by Sincerus Advisory

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Digitalocean Hldgs (DOCN)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Sincerus Advisory

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Sixth Street Partners Management Company
Miracle Mile Advisors
Bank of America Corporation
Cetera Investment Advisers
Wedmont Private Capital
Captrust Financial Advisors
Guggenheim Capital, LLC Managers
LPL Financial
Bailard
Pasadena Private Wealth
Manhattan West Asset Management
Tarbox
MAI Wealth Advisors
CI Private Wealth

View all funds holding Vanguard Calif Tax Free Fds