Values Added Financial »

Vanguard Calif Tax Free Fds shares owned by Values Added Financial

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

Historical chart of Values Added Financial 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 Values Added Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Calif Tax Free Fds by Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $725k 7.3k 99.40

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Values Added Financial

Top funds holding Vanguard Calif Tax Free Fds

Wedmont Private Capital
Old Mission Capital
FLC Capital Advisors
Financial Management Network
Jane Street
Values Added Financial
Joel Isaacson & Co
Opes Wealth Management
Beacon Pointe Advisors
Royal Bank of Canada
Bridgewealth Advisory Group
Creative Planning
Keystone Wealth Services
Blume Capital Management
Commonwealth Equity Services

View all funds holding Vanguard Calif Tax Free Fds