Roberts Wealth Advisors, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1885319
PALO ALTO, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$407,615
+$201,782 QoQ
Shares Held
4,114
+100.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,615 | 4,114 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $205,833 | 2,053 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $204,827 | 2,053 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $205,656 | 2,090 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||