VTEC — VANGUARD CALIF TAX FREE FDS

Ownership history in Shared Vision Wealth Group LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Shared Vision Wealth Group 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
1.82% (2025 Q4)
Avg. % of fund
1.44%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,510 +19,280 +76.4% 1.82% $4.5M $99.76
2025 Q3 INITIATED 25,230 — — 1.07% $2.5M $98.21
% 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% 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% Ariston Services Group 0.57% Wedmont Private Capital 3Y 0.56% FLC Capital Advisors 3Y 7Y 0.42%
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