WESPAC Advisors SoCal, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1668188
Pasadena, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,072,144
-$136,390 QoQ
Shares Held
10,821
-10.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
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 | $1,072,144 | 10,821 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,208,534 | 12,054 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $968,666 | 9,709 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||