VTEC — VANGUARD CALIF TAX FREE FDS

Ownership history in Brio Consultants, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Brio Consultants, LLC 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
0.85% (2025 Q2)
Avg. % of fund
0.6%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 54,394 +2,947 +5.7% 0.71% $5.5M $99.76
2025 Q3 REDUCED 51,447 -7,937 -13.4% 0.71% $5.1M $98.21
2025 Q2 ADDED 59,384 +50,927 +602.2% 0.85% $5.8M $95.30
2024 Q4 INITIATED 8,457 — — 0.13% $842K $95.94
% 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% Ducere Wealth Management LLC 0.59% Ariston Services Group 0.57% Wedmont Private Capital 3Y 0.56% FLC Capital Advisors 3Y 7Y 0.42%
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