Meridian Wealth Management, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1697300
LEXINGTON, KY
Position in VTEC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,161,713
-$13,835 QoQ
Shares Held
11,725
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,161,713 | 11,725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,175,548 | 11,725 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,169,803 | 11,725 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $524,653 | 5,375 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $482,652 | 4,905 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $488,243 | 4,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $461,781 | 4,555 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||