Corient Private Wealth LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1948780
MIAMI, FL
Position in VTEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,221,901
+$2,754,355 QoQ
Shares Held
91,669
+40.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 67 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,221,901 | 91,669 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,467,546 | 65,276 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,823,709 | 48,112 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $3,774,997 | 37,837 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,874,726 | 39,696 | Shares | Sole | 2025-09-26 | |
| No filing history on record for this holder in this stock. | ||||||