JONES FINANCIAL COMPANIES LLLP
Position in VTEC — Vanguard California Tax-Exempt Bond ETF
CIK 815917
DES PERES, MO
Position in VTEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,616,792
+$2,688,341 QoQ
Shares Held
85,654
+43.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 67 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,616,792 | 85,654 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,928,451 | 59,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,985,234 | 39,749 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,641,011 | 26,471 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,775,330 | 18,188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,001,515 | 10,178 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $358,045 | 3,597 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||