Burton Enright Welch
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2105919
WALNUT CREEK, CA
Position in VTEC
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,965,152
+$289,206 QoQ
Shares Held
19,834
+18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,965,152 | 19,834 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,675,946 | 16,716 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,428,207 | 14,315 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $1,334,133 | 13,668 | Shares | Sole | 2026-03-09 | |
| 2025-03-31 | $774,998 | 7,876 | Shares | Sole | 2026-03-09 | |
| 2024-12-31 | $555,532 | 5,581 | Shares | Sole | 2026-03-09 | |
| 2024-09-30 | $242,904 | 2,396 | Shares | Sole | 2026-03-09 | |
| No filing history on record for this holder in this stock. | ||||||