Tortoise Investment Management, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1599511
WHITE PLAINS, NY
Position in VTEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$517,395
+$252,709 QoQ
Shares Held
5,222
+97.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $517,395 | 5,222 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $264,686 | 2,640 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $131,696 | 1,320 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||