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Atomi Financial Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Atomi Financial 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 		$212K Buy
+2,110
New +$211K 0.01% 1191
2024
Q4 		– Sell
-1,996
Closed -$202K – 1036
2024
Q3 		$202K Buy
+1,996
New +$201K 0.01% 851

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Atomi Financial Group's VTEC Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 2,110 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #1191 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in VTEC as recently as Q3 2024.

Atomi Financial Group first reported a position in VTEC in Q3 2024 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Atomi Financial Group held 2,110 shares of Vanguard California Tax-Exempt Bond ETF worth $212K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Atomi Financial Group position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1191 holding.
  • Atomi Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.