EP Wealth Advisors, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1540569
TORRANCE, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,250,156
+$51,685 QoQ
Shares Held
12,427
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 67 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,156 | 12,427 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,198,471 | 12,096 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,229,488 | 12,263 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||