Brio Consultants, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1747799
SAN FRANCISCO, CA
All Filings in VTEC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,925,440 | 58,901 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,716,024 | 57,691 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,453,542 | 54,394 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,132,867 | 51,447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,796,472 | 59,384 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,208,213 | 52,929 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $841,809 | 8,457 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||