Bank of America
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Bank of America’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bank of America’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
Q1 		$33.4M Buy
336,901
+33,268
+11% +$3.35M ﹤0.01% 1941
2025
Q4 		$30.4M Buy
303,633
+22,559
+8% +$2.26M ﹤0.01% 1933
2025
Q3 		$28M Buy
281,074
+62,288
+28% +$6.09M ﹤0.01% 2282
2025
Q2 		$21.4M Buy
218,786
+142,189
+186% +$13.8M ﹤0.01% 2496
2025
Q1 		$7.54M Buy
76,597
+44,804
+141% +$4.45M ﹤0.01% 3424
2024
Q4 		$3.16M Buy
31,793
+30,843
+3,247% +$3.1M ﹤0.01% 4036
2024
Q3 		$96.3K Buy
+950
New +$95.5K ﹤0.01% 6334

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Bank of America's VTEC Position: Q1 2026 in Review

Bank of America increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 11% in Q1 2026, buying an estimated $3.35M and bringing the position to 336,901 shares worth $33.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Bank of America first reported a position in VTEC in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Bank of America held 336,901 shares of Vanguard California Tax-Exempt Bond ETF worth $33.4M as of Q1 2026.
  • Bank of America bought 33,268 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $3.35M.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1941 holding.
  • Bank of America first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.