MAI Capital Management
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1040197
INDEPENDENCE, OH
Position in VTEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,600,056
New position
Shares Held
95,428
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 67 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in VTEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,600,056 | 95,428 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||