Values Added Financial LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1973921
WASHINGTON, DC
Position in VTEC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,188,068
+$469,945 QoQ
Shares Held
11,991
+64.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,188,068 | 11,991 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $718,123 | 7,298 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $726,442 | 7,298 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $739,863 | 7,298 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $725,421 | 7,298 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||