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Vanguard Calif Tax Free Fds shares owned by ValMark Advisers

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

Historical chart of ValMark 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 ValMark 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $780k 7.8k 99.77

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark 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