TWIN PEAKS WEALTH ADVISORS, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2006218
BURLINGAME, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$287,313
+$4,341 QoQ
Shares Held
2,856
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#54
of 67 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,313 | 2,856 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $282,972 | 2,856 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $286,342 | 2,856 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $284,943 | 2,856 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $233,190 | 2,389 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||