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VTECVTEC
5 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF

Corient Private Wealth LP holds 91,669 shares of VTEC (VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF), 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
Decreased
65,276
-31.8%
$6.5M0.0%$97.80
0
2025-Q4
Increased
95,724
+153.0%
$9.6M0.0%$98.47
45
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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