Geometric Wealth Advisors
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1900576
WASHINGTON, DC
Position in VTEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,084,468
+$24,610 QoQ
Shares Held
10,780
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.93%
of 13F equity value
Holder Rank
#33
of 67 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,468 | 10,780 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,059,858 | 10,697 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,067,067 | 10,643 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,050,478 | 10,529 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||