VTEC — VANGUARD CALIF TAX FREE FDS

Ownership history in Ariston Services Group  ·  5 quarters on record

This page tracks every 13F SEC filing in which Ariston Services Group reported a position in VANGUARD CALIF TAX FREE FDS (VTEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.7% (2024 Q4)
Avg. % of fund
0.5%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,735 +2,998 +44.5% 0.57% $976K $99.76
2025 Q3 ADDED 6,737 +1,293 +23.8% 0.41% $672K $98.21
2025 Q2 ADDED 5,444 +23 +0.4% 0.38% $531K $95.30
2025 Q1 REDUCED 5,421 -2,696 -33.2% 0.45% $533K $95.36
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTEC price (monthly, adj. close)

Other funds also holding VTEC

As of 2025 Q4 — sorted by position size

NDWM LLC 2.33% Shared Vision Wealth Group LLC 1.82% ECLECTIC ASSOCIATES INC /ADV 3Y 0.99% Altiora Financial Group, LLC 0.86% Composition Wealth, LLC 3Y 7Y 0.82% Bell Investment Advisors, Inc 3Y 0.72% Brio Consultants, LLC 3Y 7Y 0.71% Ducere Wealth Management LLC 0.59% Wedmont Private Capital 3Y 0.56% FLC Capital Advisors 3Y 7Y 0.42%
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