Corient Private Wealth LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1948780
MIAMI, FL
All Filings in VTEC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,221,901 | 91,669 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $6,467,546 | 65,276 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,823,709 | 48,112 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,774,997 | 37,837 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,874,726 | 39,696 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||