AssetMark Inc
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AssetMark Inc’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

AssetMark Inc’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 		$3.52K Buy
+35
New +$3.49K ﹤0.01% 2807

Other funds holding VTEC

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return

AssetMark Inc's VTEC Position: Q2 2026 in Review

AssetMark Inc opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 35 shares worth $3.52K. The stake represents ﹤0.01% of the portfolio and ranks #2807 among its holdings.

113 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • AssetMark Inc held 35 shares of Vanguard California Tax-Exempt Bond ETF worth $3.52K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new AssetMark Inc position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2807 holding.
  • 113 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.