MFA Wealth Services
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 1989379
THOUSAND OAKS, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$283,963
+$42,136 QoQ
Shares Held
2,866
+18.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $283,963 | 2,866 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $241,827 | 2,412 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $206,424 | 2,069 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||