FIDUCIARY FINANCIAL GROUP, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1925420
SAN RAFAEL, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$464,387
-$3,626 QoQ
Shares Held
4,687
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $464,387 | 4,687 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $468,013 | 4,668 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $398,481 | 3,994 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $303,371 | 3,108 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $305,827 | 3,108 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||