Synergy Financial Group, LTD
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1905669
SAN RAMON, CA
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,531,083
New position
Shares Held
15,453
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in VTEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,531,083 | 15,453 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||