Bell Investment Advisors, Inc
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1890149
ORINDA, CA
All Filings in VTEC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,711,902 | 46,838 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,581,855 | 46,244 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,528,944 | 45,172 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,264,075 | 32,716 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,622,111 | 37,108 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $126,640 | 1,287 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,053 | 101 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,137 | 100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,858 | 69 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||