Valmark Advisers, Inc.
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1380443
AKRON, OH
All Filings in VTEC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,968,138 | 19,564 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,233,050 | 12,445 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $784,233 | 7,822 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $780,400 | 7,822 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||