Cerity Partners LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1566475
NEW YORK, NY
Position in VTEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$744,741
+$231,804 QoQ
Shares Held
7,403
+43.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 67 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,741 | 7,403 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $512,937 | 5,177 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $514,634 | 5,133 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $747,875 | 7,496 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $702,303 | 7,195 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||