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Ariston Services Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Ariston Services Group’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 		– Sell
-9,735
Closed -$979K – 16
2025
Q4 		$976K Buy
9,735
+2,998
+45% +$300K 0.57% 19
2025
Q3 		$672K Buy
6,737
+1,293
+24% +$127K 0.41% 23
2025
Q2 		$531K Buy
5,444
+23
+0.4% +$2.23K 0.38% 27
2025
Q1 		$533K Sell
5,421
-2,696
-33% -$268K 0.45% 25
2024
Q4 		$808K Buy
+8,117
New +$815K 0.7% 14

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
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

Ariston Services Group's VTEC Position: Q1 2026 in Review

Ariston Services Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2026, closing a stake of 9,735 shares — an estimated $979K sold.

Ariston Services Group first reported a position in VTEC in Q4 2024 and held it in 5 quarters. The position peaked at $976K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Ariston Services Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Ariston Services Group sold 9,735 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $979K.
  • Ariston Services Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and held it in 5 quarters.
  • Ariston Services Group's Vanguard California Tax-Exempt Bond ETF position peaked at $976K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Ariston Services Group's 13F filing for Q1 2026, filed 22 Apr 2026.