XY Planning Network, Inc.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1873438
BOZEMAN, MT
Position in VTEC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$289,610
-$3,449 QoQ
Shares Held
2,923
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,610 | 2,923 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $293,059 | 2,923 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||