DeLarme Wealth Management, Inc.
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2070361
PALOS VERDES ESTATES, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,564,685
+$1,042,538 QoQ
Shares Held
25,885
+70.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,564,685 | 25,885 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,522,147 | 15,182 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||