Rialto Wealth Management, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2054966
SYRACUSE, NY
Position in VTEC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$109,151
+$10,071 QoQ
Shares Held
1,085
+8.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#62
of 67 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,151 | 1,085 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $99,080 | 1,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $100,260 | 1,000 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||