CVA Family Office, LLC
Family OfficePosition in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1802084
DENVER, CO
Position in VTEC
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$26,058
+$7,611 QoQ
Shares Held
263
+42.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,058 | 263 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,447 | 184 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $18,357 | 184 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $17,960 | 184 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $32,865 | 334 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $33,246 | 334 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $33,860 | 334 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $31,808 | 320 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||