Creative Planning
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1540235
OVERLAND PARK, KS
Position in VTEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,008,902
+$631,519 QoQ
Shares Held
69,671
+8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 67 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,008,902 | 69,671 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,377,383 | 64,366 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,931,983 | 59,166 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,090,365 | 51,021 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,137,702 | 52,635 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,565,740 | 15,912 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,552,226 | 15,594 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,106,957 | 10,919 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $354,162 | 3,563 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $321,733 | 3,202 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||