Pasadena Private Wealth, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1760578
PASADENA, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,165,486
+$390,097 QoQ
Shares Held
140,810
+1.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
#7
of 67 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | $14,165,486 | 140,810 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,775,389 | 139,033 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||