OSAIC HOLDINGS, INC.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1677044
SCOTTSDALE, AZ
Position in VTEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,673,710
+$1,688,742 QoQ
Shares Held
36,518
+82.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 67 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,673,710 | 36,518 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,984,968 | 20,034 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,249,633 | 22,438 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $855,826 | 8,578 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $685,904 | 7,027 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $212,642 | 2,161 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $214,906 | 2,159 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $215,126 | 2,122 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $207,944 | 2,092 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,411 | 24 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||