Aprio Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Aprio Wealth Management’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	$480K	Buy	+4,774	New	+$477K	0.02%	392

Other funds holding VTEC

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Aprio Wealth Management's VTEC Position: Q2 2026 in Review

Aprio Wealth Management opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 4,774 shares worth $480K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings.

93 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Aprio Wealth Management held 4,774 shares of Vanguard California Tax-Exempt Bond ETF worth $480K as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new Aprio Wealth Management position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #392 holding.
93 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.