FIDUCIARY FINANCIAL GROUP, LLC VTEC — VANGUARD CALIF TAX FREE FDS

Ownership history in FIDUCIARY FINANCIAL GROUP, LLC  ·  6 quarters on record

AI Ownership Summary

FIDUCIARY FINANCIAL GROUP, LLC reported VANGUARD CALIF TAX FREE FDS (VTEC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows VTEC at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY FINANCIAL GROUP, LLC's position in VANGUARD CALIF TAX FREE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VTEC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTEC stock page FIDUCIARY FINANCIAL GROUP, LLC fund profile FIDUCIARY FINANCIAL GROUP, LLC full holdings
How FIDUCIARY FINANCIAL GROUP, LLC held VTEC — position size vs. price
% of Fund (quarterly)    VTEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,699 +12 +0.3% 0.05% $473K 2026-07-10 $100.09
2026 Q1 ADDED — — — 4,687 +19 +0.4% 0.06% $464K 2026-04-13 $99.23
2025 Q4 ADDED — — — 4,668 +674 +16.9% 0.07% $468K 2026-01-12 $99.26
2025 Q3 ADDED — — — 3,994 +886 +28.5% 0.06% $398K 2025-10-10 $97.52
2025 Q2 UNCHANGED — — — 3,108 — 0% 0.05% $303K 2025-07-03 $94.55
2025 Q1 INITIATED — — — 3,108 — — 0.07% $301K 2025-04-15 $93.23

🏢 Other funds also holding VTEC

As of 2026 Q2 — sorted by position size

ECLECTIC ASSOCIATES INC /ADV 3Y 0.9% Value Investment Professionals, LLC 0.17% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.1% Ares Financial Consulting, LLC 0.09% Sandy Cove Advisors, LLC 3Y 0.06% Apella Capital, LLC 3Y 0.03% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.03% Hennion & Walsh Asset Management, Inc. 3Y 0.01%

FAQ About FIDUCIARY FINANCIAL GROUP, LLC and VTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY FINANCIAL GROUP, LLC reported owning VTEC?

FIDUCIARY FINANCIAL GROUP, LLC reported VTEC across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported VTEC position in FIDUCIARY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for VTEC was 0.07% in 2025 Q4.

What is the latest reported VTEC position on this page?

The most recent filing on this page is 2026 Q2, when FIDUCIARY FINANCIAL GROUP, LLC reported 4,699 shares, equal to 0.05% of portfolio, with an estimated market value of $473K.

What does the chart on this VTEC ownership page compare?

The chart compares FIDUCIARY FINANCIAL GROUP, LLC's quarterly VTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIDUCIARY FINANCIAL GROUP, LLC time their VTEC position?

Based on 13F filing dates vs. subsequent VTEC price moves, FIDUCIARY FINANCIAL GROUP, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VTEC relative to SPY over the holding period was -20.4%.

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