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 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

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

Aspiriant LLC's VTEC Position: Q2 2026 in Review

Aspiriant LLC held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 2,530 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #344.

Aspiriant LLC first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Aspiriant LLC held 2,530 shares of Vanguard California Tax-Exempt Bond ETF worth $255K as of Q2 2026.
Aspiriant LLC left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #344 holding.
Aspiriant LLC first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.