Ducere Wealth Management LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2083656
NEWPORT BEACH, CA
Position in VTEC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,495,513
-$10,191 QoQ
Shares Held
15,094
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,495,513 | 15,094 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,505,704 | 15,018 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||