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 Q3	$1.39M	Buy	14,738 +1,713	+13%	+$168K	0.78%	18
2026 Q2	$1.31M	Buy	+13,025	New	+$1.3M	0.72%	18
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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

LWM

Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Ariston Services Group's VTEC Position: Q3 2026 in Review

Ariston Services Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 13% in Q3 2026, buying an estimated $168K and bringing the position to 14,738 shares worth $1.39M. The position accounts for 0.78% of the portfolio, ranked #18.

Ariston Services Group first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Ariston Services Group held 14,738 shares of Vanguard California Tax-Exempt Bond ETF worth $1.39M as of Q3 2026.
Ariston Services Group bought 1,713 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $168K.
Vanguard California Tax-Exempt Bond ETF made up 0.78% of Ariston Services Group's portfolio in Q3 2026, its #18 holding.
Ariston Services Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Ariston Services Group's 13F filing for Q3 2026, filed 16 Oct 2026.