Platt Wealth Management LLC / VTEC
Platt Wealth Management LLC’s Vanguard Calif Tax Free Fds Position
Does Platt Wealth Management LLC own Vanguard Calif Tax Free Fds (VTEC)? Yes — 12.1K shares worth $1M (+1.17% of its 13F portfolio) as of Q1 2026.
Position Value
$1M
Q1 2026
Shares
12.1K
% of Portfolio
+1.17%
Quarters Held
1
currently held
Position History VTEC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 12.1K | $1M | +1.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Platt Wealth Management LLC’s full portfolio or all institutional holders of VTEC.