Retirement Planning Group, LLC
PensionPosition in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1508195
LEAWOOD, KS
Position in VTEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$681,472
+$72,192 QoQ
Shares Held
6,878
+13.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $681,472 | 6,878 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $609,280 | 6,077 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $605,105 | 6,065 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $646,763 | 6,626 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $927,518 | 9,426 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||