Joel Isaacson & Co., LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1599330
NEW YORK, NY
Position in VTEC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$2,413,687
+$1,478,161 QoQ
Shares Held
24,361
+161.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,413,687 | 24,361 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $935,526 | 9,331 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $531,574 | 5,328 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $261,106 | 2,675 | Shares | Sole | 2025-07-23 | |
| 2024-12-31 | $714,498 | 7,178 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $721,210 | 7,114 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $697,887 | 7,021 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||