Bernzott Capital Advisors
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1260468
Camarillo, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,993,702
New position
Shares Held
30,215
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in VTEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,993,702 | 30,215 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||