Core Wealth Partners LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1965078
SANTA ROSA, CA
Position in VTEC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$261,472
-$3,114 QoQ
Shares Held
2,639
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,472 | 2,639 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $264,586 | 2,639 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $263,293 | 2,639 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $257,592 | 2,639 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $259,677 | 2,639 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $262,686 | 2,639 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $267,539 | 2,639 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||