Kaizen Financial Strategies
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1842013
CAMPBELL, CA
Position in VTEC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$432,286
+$95,714 QoQ
Shares Held
4,363
+30.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $432,286 | 4,363 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $336,572 | 3,357 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $279,356 | 2,800 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||