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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
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

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Apella Capital's VTEC Position: Q2 2026 in Review

Apella Capital increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 43% in Q2 2026, buying an estimated $725K and bringing the position to 24,267 shares worth $2.43M. The position accounts for 0.03% of the portfolio, ranked #239.

Apella Capital first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Apella Capital held 24,267 shares of Vanguard California Tax-Exempt Bond ETF worth $2.43M as of Q2 2026.
  • Apella Capital bought 7,262 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $725K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.03% of Apella Capital's portfolio in Q2 2026, its #239 holding.
  • Apella Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.