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VTECVTEC
7 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in VANGUARD CALIF TAX FREE FDS

JONES FINANCIAL COMPANIES LLLP holds 85,654 shares of VTEC (VANGUARD CALIF TAX FREE FDS), worth $8.6M as of 2026-Q2. The position was increased (+43.1% shares). VTEC represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$8.6M

Current Shares

85,654

Total Value Change

+$8.3M

Total Shares Change

+82,057

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
85,654
+43.1%
$8.6M0.0%$100.08
37
2026-Q1
Increased
59,835
+50.5%
$5.9M0.0%$97.80
38
2025-Q4
Increased
39,749
+50.2%
$4M0.0%$98.47
37
2025-Q3
Increased
26,471
+45.5%
$2.6M0.0%$96.94
36
2025-Q2
Increased
18,188
+78.7%
$1.8M0.0%$94.07
39
2025-Q1
Increased
10,178
+183.0%
$1M0.0%$94.13
40
2024-Q4
New
3,597
-
$358,0450.0%$94.70
33

Other major holders of VTEC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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