NavPoint Financial, Inc.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2009813
Prior Lake, MN
Position in VTEC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$554,550
+$96,563 QoQ
Shares Held
5,597
+22.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,550 | 5,597 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $457,987 | 4,568 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $322,556 | 3,233 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $313,035 | 3,207 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||