Bell Investment Advisors, Inc
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1890149
ORINDA, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$4,581,855
+$52,911 QoQ
Shares Held
46,244
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.85%
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 | $4,581,855 | 46,244 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,528,944 | 45,172 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $3,264,075 | 32,716 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $3,622,111 | 37,108 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $126,640 | 1,287 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,053 | 101 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,137 | 100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,858 | 69 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||