EVOKE WEALTH, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1793432
Los Angeles, CA
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,406,655
-$621,650 QoQ
Shares Held
94,940
-5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,406,655 | 94,940 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,028,305 | 100,023 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,731,597 | 37,402 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,541,959 | 26,042 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,065,908 | 20,995 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $300,909 | 3,023 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||