SATOVSKY ASSET MANAGEMENT LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1807288
NEW YORK, NY
Position in VTEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,940,272
New position
Shares Held
19,287
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#24
of 67 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in VTEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,272 | 19,287 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||