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Albion Financial Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Albion Financial Group’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 		$261K Buy
2,590
+1,405
+119% +$140K 0.02% 174
2026
Q1 		$117K Hold
1,185
– – 0.01% 196
2025
Q4 		$119K Buy
1,185
+360
+44% +$36.1K 0.01% 197
2025
Q3 		$82.3K Buy
825
+200
+32% +$19.6K 0.01% 215
2025
Q2 		$61K Buy
625
+200
+47% +$19.4K ﹤0.01% 228
2025
Q1 		$41.8K Hold
425
– – ﹤0.01% 259
2024
Q4 		$42.3K Buy
+425
New +$42.7K ﹤0.01% 263

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Albion Financial Group's VTEC Position: Q2 2026 in Review

Albion Financial Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 119% in Q2 2026, buying an estimated $140K and bringing the position to 2,590 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #174.

Albion Financial Group first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Albion Financial Group held 2,590 shares of Vanguard California Tax-Exempt Bond ETF worth $261K as of Q2 2026.
  • Albion Financial Group bought 1,405 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $140K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #174 holding.
  • Albion Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.