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Vanguard Calif Tax Free Fds shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services 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 Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $424k 4.2k 100.61

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Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Sixth Street Partners Management Company
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Bank of America Corporation
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LPL Financial
Pasadena Private Wealth
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MAI Wealth Advisors
Concurrent Investment Advisors
CI Private Wealth
Jones Financial Companies, L.L

View all funds holding Vanguard Calif Tax Free Fds