Allworth Financial LP
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1555170
FOLSOM, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$225,142
+$117,443 QoQ
Shares Held
2,238
+105.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
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 | $225,142 | 2,238 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $107,699 | 1,087 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $108,982 | 1,087 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $389,402 | 3,903 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $380,971 | 3,903 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $98 | 1 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $99 | 1 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $101 | 1 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $99 | 1 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $100 | 1 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||