Concurrent Investment Advisors, LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 2001015
Tampa, FL
All Filings in VTEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,266,668 | 92,114 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,158,063 | 92,431 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,728,034 | 87,054 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,755,741 | 37,644 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,454,193 | 14,898 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,392,064 | 14,147 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||