UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1463217
IRVING, TX
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,497,354
+$1,663,312 QoQ
Shares Held
55,484
+45.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,497,354 | 55,484 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,834,042 | 38,241 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,631,733 | 26,378 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $548,958 | 5,624 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||