UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1463217
IRVING, TX
All Filings in VTEC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,376,100 | 43,500 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,497,354 | 55,484 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,834,042 | 38,241 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,631,733 | 26,378 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $548,958 | 5,624 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||