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Pandowealth. LLC’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Pandowealth. LLC’s Portfolio VTEC Stock Details VTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Buy
2,387
+171
+8% +$17.1K 0.19% 18
2026
Q1 		$220K Sell
2,216
-1,732
-44% -$174K 0.19% 17
2025
Q4 		$396K Buy
+3,948
New +$396K 0.36% 13

Other funds holding VTEC

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $681M AUM 18.36% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Pandowealth. LLC's VTEC Position: Q2 2026 in Review

Pandowealth. LLC increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 7.7% in Q2 2026, buying an estimated $17.1K and bringing the position to 2,387 shares worth $240K. The position accounts for 0.19% of the portfolio, ranked #18.

Pandowealth. LLC first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $396K in Q4 2025. 132 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Pandowealth. LLC held 2,387 shares of Vanguard California Tax-Exempt Bond ETF worth $240K as of Q2 2026.
  • Pandowealth. LLC bought 171 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $17.1K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.19% of Pandowealth. LLC's portfolio in Q2 2026, its #18 holding.
  • Pandowealth. LLC first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pandowealth. LLC's Vanguard California Tax-Exempt Bond ETF position peaked at $396K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Pandowealth. LLC's 13F filing for Q2 2026, filed 7 Aug 2026.