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VTECVTEC
5 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in VANGUARD CALIF TAX FREE FDS

Corient Private Wealth LP holds 91,669 shares of VTEC (VANGUARD CALIF TAX FREE FDS), worth $9.2M as of 2026-Q2. The position was increased (+40.4% shares). VTEC represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$9.2M

Current Shares

91,669

Total Value Change

+$5.3M

Total Shares Change

+51,973

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
91,669
+40.4%
$9.2M0.0%$100.08
37
2026-Q1
Increased
65,276
+35.7%
$6.5M0.0%$97.27
35
2025-Q4
Increased
48,112
+27.2%
$4.8M0.0%$97.94
33
2025-Q3
Decreased
37,837
-4.7%
$3.8M0.0%$96.94
0
2025-Q2
New
39,696
-
$3.9M0.0%$94.07
37

Other major holders of VTEC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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