Brio Consultants, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1747799
SAN FRANCISCO, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,925,440
+$209,416 QoQ
Shares Held
58,901
+2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.42%
of 13F equity value
Holder Rank
#13
of 67 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,925,440 | 58,901 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,716,024 | 57,691 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,453,542 | 54,394 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,132,867 | 51,447 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,796,472 | 59,384 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,208,213 | 52,929 | Shares | Sole | 2025-07-07 | |
| 2024-12-31 | $841,809 | 8,457 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||