EP Wealth Advisors, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1540569
TORRANCE, CA
All Filings in VTEC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,156 | 12,427 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,198,471 | 12,096 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,229,488 | 12,263 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||