Integrated Wealth Concepts LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1737109
WALTHAM, MA
Position in VTEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$707,620
+$169,022 QoQ
Shares Held
7,034
+29.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 67 holders
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,620 | 7,034 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $538,598 | 5,436 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $457,046 | 4,581 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||