Steward Partners Investment Advisory, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1723397
STAMFORD, CT
Position in VTEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,060
+$152 QoQ
Shares Held
100
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 67 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,060 | 100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,908 | 100 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||