WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1632972
PLYMOUTH, MN
Position in VTEC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,975,754
+$789,578 QoQ
Shares Held
19,941
+68.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,975,754 | 19,941 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,186,176 | 11,831 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $962,481 | 9,647 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $492,442 | 5,045 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $496,428 | 5,045 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||