North Berkeley Wealth Management, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2062383
Berkeley, CA
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$824,543
-$9,820 QoQ
Shares Held
8,322
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTEC Over Time
Shares Held
Position Value (USD)
All Filings in VTEC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $824,543 | 8,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $834,363 | 8,322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $830,285 | 8,322 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $812,310 | 8,322 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $818,884 | 8,322 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $828,371 | 8,322 | Shares | Sole | 2025-04-03 | |
| No filing history on record for this holder in this stock. | ||||||