ENVESTNET ASSET MANAGEMENT INC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1407543
Berwyn, PA
Position in VTEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$587,544
+$97,273 QoQ
Shares Held
5,930
+21.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $587,544 | 5,930 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $490,271 | 4,890 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $220,591 | 2,211 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||