Elser Financial Planning, Inc
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2028202
INDIANAPOLIS, IN
Position in VTEC
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$449,030
-$12,466 QoQ
Shares Held
4,532
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
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 | $449,030 | 4,532 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $461,496 | 4,603 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $477,199 | 4,783 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||