LPL Financial LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1403438
FORT MILL, SC
Position in VTEC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$18,561,548
+$8,009,785 QoQ
Shares Held
187,339
+78.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,561,548 | 187,339 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,551,763 | 105,244 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,518,163 | 85,378 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,308,827 | 64,633 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $873,693 | 8,879 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $780,194 | 7,838 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $476,684 | 4,702 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||