SageView Advisory Group, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1914558
NEWPORT BEACH, CA
All Filings in VTEC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,240 | 2,567 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $250,474 | 2,528 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $243,631 | 2,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $209,018 | 2,095 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||