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Beacon Pointe Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Beacon Pointe Advisors’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 		$4.81M Buy
47,768
+5,350
+13% +$534K 0.02% 515
2026
Q1 		$4.2M Buy
42,418
+21,265
+101% +$2.14M 0.02% 515
2025
Q4 		$2.12M Buy
21,153
+17,596
+495% +$1.76M 0.01% 591
2025
Q3 		$355K Buy
3,557
+1,014
+40% +$99.2K ﹤0.01% 1126
2025
Q2 		$248K Buy
+2,543
New +$247K ﹤0.01% 1120
2025
Q1 		– Sell
-10,072
Closed -$1M – 1273
2024
Q4 		$1M Buy
10,072
+1,604
+19% +$161K 0.01% 630
2024
Q3 		$858K Buy
8,468
+2,946
+53% +$296K 0.01% 675
2024
Q2 		$549K Buy
+5,522
New +$548K 0.01% 841

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

Beacon Pointe Advisors's VTEC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 13% in Q2 2026, buying an estimated $534K and bringing the position to 47,768 shares worth $4.81M. The position accounts for 0.02% of the portfolio, ranked #515.

Beacon Pointe Advisors first reported a position in VTEC in Q2 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Beacon Pointe Advisors held 47,768 shares of Vanguard California Tax-Exempt Bond ETF worth $4.81M as of Q2 2026.
  • Beacon Pointe Advisors bought 5,350 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $534K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #515 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.