Composition Wealth, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1585859
LOS ANGELES, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$63,049,359
+$6,179,782 QoQ
Shares Held
636,348
+12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,049,359 | 636,348 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $56,869,577 | 567,221 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $55,198,051 | 553,253 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||