INDEPENDENT FINANCIAL GROUP, LLC
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 275484
SAN DIEGO, CA
Position in VTEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$636,688
-$192,662 QoQ
Shares Held
6,426
-22.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $636,688 | 6,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $829,350 | 8,272 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $825,297 | 8,272 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||