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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Ariston Services Group's VTEC Position: Q2 2026 in Review

Ariston Services Group opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 13,025 shares worth $1.31M. The stake represents 0.72% of the portfolio and ranks #18 among its holdings. This is a return to the name: Ariston Services Group previously reported a position in VTEC as recently as Q4 2025.

Ariston Services Group first reported a position in VTEC in Q4 2024 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Ariston Services Group held 13,025 shares of Vanguard California Tax-Exempt Bond ETF worth $1.31M as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new Ariston Services Group position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.72% of Ariston Services Group's portfolio in Q2 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 6 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Ariston Services Group's 13F filing for Q2 2026, filed 27 Jul 2026.