Wealthspire Advisors, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1646247
NEW YORK, NY
Position in VTEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$338,619
-$33,546 QoQ
Shares Held
3,366
-9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 67 holders
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,619 | 3,366 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $372,165 | 3,712 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $370,046 | 3,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $336,559 | 3,448 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||