Root Financial Partners, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 1977181
ENCINITAS, CA
All Filings in VTEC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,180,368 | 31,614 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,558,260 | 35,913 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,541,691 | 25,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,203,420 | 22,085 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,212,120 | 12,418 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $834,628 | 8,482 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $597,439 | 6,002 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $608,274 | 6,000 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||