Ariston Services Group VTEC VANGUARD CALIF TAX FREE FDS

Ownership history in Ariston Services Group  ·  6 quarters on record

AI Ownership Summary

Ariston Services Group reported VANGUARD CALIF TAX FREE FDS (VTEC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2026 Q1. The latest visible filing shows VTEC at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ariston Services Group's position in VANGUARD CALIF TAX FREE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTEC was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ariston Services Group held VTEC — position size vs. price
% of Fund (quarterly)    VTEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED -9,735 -100.0% 0.77% $1.3M 2026-04-22 $99.95
2025 Q4 ADDED 9,735 +2,998 +44.5% 0.57% $976K 2026-01-23 $99.64
2025 Q3 ADDED 6,737 +1,293 +23.8% 0.41% $672K 2025-10-28 $98.79
2025 Q2 ADDED 5,444 +23 +0.4% 0.38% $531K 2025-07-29 $94.33
2025 Q1 REDUCED 33.2% -0.1% 5,421 -2,696 -33.2% 0.45% $533K 2025-05-14 $93.82
2024 Q4 INITIATED 8,117 0.70% $808K 2025-02-06 $95.89

FAQ About Ariston Services Group and VTEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ariston Services Group reported owning VTEC?

Ariston Services Group reported VTEC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VTEC position in Ariston Services Group's portfolio?

The largest reported portfolio weight for VTEC was 0.77% in 2026 Q1.

What is the latest reported VTEC position on this page?

The latest section of the table and chart shows the most recent reported VTEC position for Ariston Services Group.

What does the chart on this VTEC ownership page compare?

The chart compares Ariston Services Group's quarterly VTEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ariston Services Group time their VTEC position?

Based on 13F filing dates vs. subsequent VTEC price moves, Ariston Services Group correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VTEC relative to SPY over the holding period was -10.4%.

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