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Vanguard Calif Tax Free Fds shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 56k 100.70
2024-06-30 $5.1M 51k 99.97
2024-03-31 $3.5M 35k 99.72

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)

View all positions for Wedmont Private Capital

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