Beacon Pointe Advisors, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1744317
NEWPORT BEACH, CA
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,202,775
+$2,081,976 QoQ
Shares Held
42,418
+100.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,202,775 | 42,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,120,799 | 21,153 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $354,881 | 3,557 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $248,222 | 2,543 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $1,002,566 | 10,072 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $858,477 | 8,468 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $548,886 | 5,522 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||