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Vanguard Calif Tax Free Fds shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset Management investment in Vanguard Calif Tax Free Fds

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All positions including Vanguard Calif Tax Free Fds held by Weatherly Asset Management 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 Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 3.4k 100.26

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corp Common (MSFT)
Fidelity Merrimack Str Tr Common (FBND)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Alphabet Common (GOOGL)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Waste Mgmt Inc Del Common (WM)
Costco Whsl Corp Common (COST)

View all positions for Weatherly Asset Management

Top funds holding Vanguard Calif Tax Free Fds

Charles Schwab Investment Management
Miracle Mile Advisors
Cetera Investment Advisers
Jane Street
Captrust Financial Advisors
Wedmont Private Capital
Guggenheim Capital, LLC Managers
LPL Financial
Evoke Wealth
Concurrent Investment Advisors
Eclectic Associates
Creative Planning
Brio Consultants
Old Mission Capital
Altiora Financial Group

View all funds holding Vanguard Calif Tax Free Fds