Luminvest Wealth Management LLC
Position in VTEC — VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
CIK 2036517
SCOTTSDALE, AZ
All Filings in VTEC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,558,222 | 35,370 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,522,704 | 45,647 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,441,237 | 14,375 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,204,423 | 12,072 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,161,949 | 11,904 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $369,990 | 3,717 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||