SteelPeak Wealth, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1801868
WOODLAND HILLS, CA
Position in VTEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$659,575
-$810,938 QoQ
Shares Held
6,657
-54.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
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 | $659,575 | 6,657 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,470,513 | 14,667 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,787,678 | 17,918 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,171,334 | 22,245 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,695,569 | 27,394 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,726,798 | 27,394 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||