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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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $740k 7.3k 101.38
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)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

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