FINANCIAL MANAGEMENT NETWORK INC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1844831
MISSION VIEJO, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,276,065
+$74,356 QoQ
Shares Held
22,972
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.47%
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 | $2,276,065 | 22,972 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,201,709 | 21,960 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,028,024 | 20,327 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,034,582 | 20,844 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,852,320 | 28,987 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,206,780 | 32,216 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,855,945 | 18,307 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,123,120 | 11,299 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||