FLC Capital Advisors
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1713697
PALM DESERT, CA
Position in VTEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,577,566
+$313,996 QoQ
Shares Held
26,015
+15.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,577,566 | 26,015 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,263,570 | 22,577 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,020,043 | 20,247 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,977,383 | 20,258 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,048,786 | 20,821 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,767,233 | 17,754 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,782,040 | 17,578 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,664,552 | 16,746 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||