Concurrent Investment Advisors, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2001015
Tampa, FL
Position in VTEC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$9,158,063
+$430,029 QoQ
Shares Held
92,431
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,158,063 | 92,431 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,728,034 | 87,054 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,755,741 | 37,644 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,454,193 | 14,898 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,392,064 | 14,147 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||