Aspiriant LLC’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Aspiriant LLC’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	$239K	Hold	2,530	–	–	0.01%	371
2026 Q2	$255K	Hold	2,530	–	–	0.01%	344
2026 Q1	$251K	Hold	2,530	–	–	0.01%	306
2025 Q4	$254K	Hold	2,530	–	–	0.01%	293
2025 Q3	$252K	Hold	2,530	–	–	0.01%	272
2025 Q2	$247K	Buy	2,530 +30	+1%	+$2.91K	0.01%	281
2025 Q1	$246K	Buy	2,500 +30	+1%	+$2.98K	0.01%	264
2024 Q4	$246K	Buy	+2,470	New	+$248K	0.01%	256

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Aspiriant LLC's VTEC Position: Q3 2026 in Review

Aspiriant LLC held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q3 2026 at 2,530 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #371.

Aspiriant LLC first reported a position in VTEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $255K in Q2 2026. 65 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Aspiriant LLC held 2,530 shares of Vanguard California Tax-Exempt Bond ETF worth $239K as of Q3 2026.
Aspiriant LLC left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #371 holding.
Aspiriant LLC first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 8 quarters since.
Aspiriant LLC's Vanguard California Tax-Exempt Bond ETF position peaked at $255K in Q2 2026.
65 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.