Luminvest Wealth Management LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2036517
SCOTTSDALE, AZ
Position in VTEC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,522,704
+$3,081,467 QoQ
Shares Held
45,647
+217.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,522,704 | 45,647 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,441,237 | 14,375 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,204,423 | 12,072 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,161,949 | 11,904 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $369,990 | 3,717 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||