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Vanguard Calif Tax Free Fds shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 26k 99.77
2025-06-30 $549k 5.6k 97.61

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Miracle Mile Advisors
Cetera Investment Advisers
Captrust Financial Advisors
Wedmont Private Capital
Jane Street
LPL Financial
Eclectic Associates
Guggenheim Capital, LLC Managers
Brio Consultants
Creative Planning
PFG Advisors
Gotham Asset Management
CI Private Wealth
Concurrent Investment Advisors

View all funds holding Vanguard Calif Tax Free Fds