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

Argyle Capital Partners’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
Q1 		$495K Hold
5,000
– – 0.36% 82
2025
Q4 		$501K Hold
5,000
– – 0.37% 87
2025
Q3 		$499K Buy
+5,000
New +$489K 0.36% 80

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Argyle Capital Partners's VTEC Position: Q1 2026 in Review

Argyle Capital Partners held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q1 2026 at 5,000 shares worth $495K. The position accounts for 0.36% of the portfolio, ranked #82.

Argyle Capital Partners first reported a position in VTEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Argyle Capital Partners held 5,000 shares of Vanguard California Tax-Exempt Bond ETF worth $495K as of Q1 2026.
  • Argyle Capital Partners left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.36% of Argyle Capital Partners's portfolio in Q1 2026, its #82 holding.
  • Argyle Capital Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Argyle Capital Partners's Vanguard California Tax-Exempt Bond ETF position peaked at $501K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.