MONETA GROUP INVESTMENT ADVISORS LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1120927
ST LOUIS, MO
Position in VTEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,985
+$4,951 QoQ
Shares Held
2,475
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 67 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,985 | 2,475 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244,034 | 2,463 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $246,940 | 2,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $245,733 | 2,463 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $227,349 | 2,284 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $231,549 | 2,284 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||