Valmark Advisers, Inc.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1380443
AKRON, OH
Position in VTEC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,233,050
+$448,817 QoQ
Shares Held
12,445
+59.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,233,050 | 12,445 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $784,233 | 7,822 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $780,400 | 7,822 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||