Root Financial Partners, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1977181
ENCINITAS, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,558,260
+$1,016,569 QoQ
Shares Held
35,913
+41.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $3,558,260 | 35,913 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,541,691 | 25,351 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,203,420 | 22,085 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,212,120 | 12,418 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $834,628 | 8,482 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $597,439 | 6,002 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $608,274 | 6,000 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||