EverSource Wealth Advisors, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1710537
BIRMINGHAM, AL
Position in VTEC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$25,661
-$105 QoQ
Shares Held
259
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,661 | 259 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $25,766 | 257 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $25,441 | 255 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,695 | 253 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,698 | 251 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||