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VTECVTEC
7 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF

JONES FINANCIAL COMPANIES LLLP holds 85,654 shares of VTEC (VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF), worth $8.6M as of 2026-Q2. The position was increased (+43.1% shares). VTEC represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$8.6M

Current Shares

85,654

Total Value Change

+$8.3M

Total Shares Change

+82,057

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
85,654
+43.1%
$8.6M0.0%$100.08
37
2026-Q1
Increased
59,835
+50.5%
$5.9M0.0%$97.80
38
2025-Q4
Increased
39,749
+50.2%
$4M0.0%$98.47
37
2025-Q3
Increased
26,471
+45.5%
$2.6M0.0%$96.94
36
2025-Q2
Increased
18,188
+78.7%
$1.8M0.0%$94.07
39
2025-Q1
Increased
10,178
+183.0%
$1M0.0%$94.13
40
2024-Q4
New
3,597
-
$358,0450.0%$94.70
33

Other major holders of VTEC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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