ECLECTIC ASSOCIATES INC /ADV
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 743482
FULLERTON, CA
Position in VTEC
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$6,388,183
+$18,265 QoQ
Shares Held
64,475
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,388,183 | 64,475 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,369,918 | 63,534 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,953,275 | 59,670 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,182,310 | 53,092 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,349,437 | 34,039 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,522,464 | 15,295 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||