Tolleson Wealth Management, Inc.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1772937
DALLAS, TX
Position in VTEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$410,448
+$79,590 QoQ
Shares Held
4,080
+23.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#48
of 67 holders
Holding Since
Sep 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 | $410,448 | 4,080 | Shares | Defined | 2026-08-13 | |
| 2025-12-31 | $330,858 | 3,300 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $329,241 | 3,300 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $322,113 | 3,300 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 | $324,720 | 3,300 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 | $328,482 | 3,300 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $334,550 | 3,300 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||