Apella Capital
VTEC icon

Apella Capital’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Apella Capital’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 		$6.14M Buy
65,501
+41,234
+170% +$4.05M 0.08% 167
2026
Q2 		$2.43M Buy
24,267
+7,262
+43% +$725K 0.03% 239
2026
Q1 		$1.7M Buy
17,005
+8,008
+89% +$806K 0.03% 280
2025
Q4 		$902K Buy
8,997
+4,623
+106% +$463K 0.02% 286
2025
Q3 		$438K Buy
+4,374
New +$428K 0.01% 346

Other funds holding VTEC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return
Luminvest Wealth Management
Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

Apella Capital's VTEC Position: Q3 2026 in Review

Apella Capital increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 170% in Q3 2026, buying an estimated $4.05M and bringing the position to 65,501 shares worth $6.14M. The position accounts for 0.08% of the portfolio, ranked #167.

Apella Capital first reported a position in VTEC in Q3 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Apella Capital held 65,501 shares of Vanguard California Tax-Exempt Bond ETF worth $6.14M as of Q3 2026.
  • Apella Capital bought 41,234 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $4.05M.
  • Vanguard California Tax-Exempt Bond ETF made up 0.08% of Apella Capital's portfolio in Q3 2026, its #167 holding.
  • Apella Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.