Savvy Advisors, Inc.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2003633
NEW YORK, NY
Position in VTEC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,441,316
+$56,225 QoQ
Shares Held
14,547
+5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,441,316 | 14,547 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,385,091 | 13,815 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $232,663 | 2,332 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||