Shared Vision Wealth Group LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2008178
CARLSBAD, X1
Position in VTEC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,694,821
+$1,232,249 QoQ
Shares Held
57,477
+29.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.42%
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 | $5,694,821 | 57,477 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,462,572 | 44,510 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,517,197 | 25,230 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||