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Vanguard Calif Tax Free Fds shares owned by Sweeney & Michel

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

Historical chart of Sweeney & Michel 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 Sweeney & Michel 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 Sweeney & Michel

Quarter filed Position value Share count Share price at filing
2024-09-30 $205k 2.0k 100.80
2024-06-30 $201k 2.0k 99.55

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Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Jane Street
Wedmont Private Capital
Old Mission Capital
Financial Management Network
FLC Capital Advisors
Fort Point Capital Partners
Commonwealth Equity Services
Flow Traders US
Raymond James & Associates
Diversify Advisory Services
Creative Planning
Wedbush Morgan Securities
Beverly Hills Private Wealth
Bridgewealth Advisory Group

View all funds holding Vanguard Calif Tax Free Fds