Breakwater Investment Management
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2025925
SEATTLE, WA
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$84,317
-$7,621 QoQ
Shares Held
851
-7.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
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 | $84,317 | 851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $91,938 | 917 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $84,904 | 851 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||