SWEENEY & MICHEL, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1979556
CHICO, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$953,285
+$116,059 QoQ
Shares Held
9,476
+12.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#35
of 67 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,285 | 9,476 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $837,226 | 8,450 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $613,089 | 6,115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $607,798 | 6,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $505,229 | 5,176 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $323,145 | 3,284 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $205,799 | 2,030 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $200,390 | 2,016 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||