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

Align Financial’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 Q3	$467K	Buy	+4,955	New	+$486K	0.22%	48

Other funds holding VTEC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

LWM

Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Align Financial's VTEC Position: Q3 2026 in Review

Align Financial opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 4,955 shares worth $467K. The stake represents 0.22% of the portfolio and ranks #48 among its holdings.

43 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Align Financial held 4,955 shares of Vanguard California Tax-Exempt Bond ETF worth $467K as of Q3 2026.
Vanguard California Tax-Exempt Bond ETF was a new Align Financial position in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.22% of Align Financial's portfolio in Q3 2026, its #48 holding.
43 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.