EVOLVE PRIVATE WEALTH, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 2111131
LOS ANGELES, CA
Position in VTEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,432,809
+$192,512 QoQ
Shares Held
24,183
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#20
of 67 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,432,809 | 24,183 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,240,297 | 22,611 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||