ALBION FINANCIAL GROUP /UT
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1054677
SALT LAKE CITY, UT
Position in VTEC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$117,409
-$1,399 QoQ
Shares Held
1,185
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,409 | 1,185 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $118,808 | 1,185 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $82,310 | 825 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $61,006 | 625 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $41,820 | 425 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $42,304 | 425 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||