Sterling Investment Advisors, Ltd.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1701132
BERWYN, PA
Position in VTEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$495,400
New position
Shares Held
5,000
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in VTEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $495,400 | 5,000 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||