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Bell Investment Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bell Investment 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
Q1 		$4.58M Buy
46,244
+1,072
+2% +$108K 0.72% 27
2025
Q4 		$4.53M Buy
45,172
+12,456
+38% +$1.25M 0.72% 28
2025
Q3 		$3.26M Sell
32,716
-4,392
-12% -$430K 0.53% 31
2025
Q2 		$3.62M Buy
37,108
+35,821
+2,783% +$3.48M 0.62% 29
2025
Q1 		$127K Buy
1,287
+1,186
+1,174% +$118K 0.02% 128
2024
Q4 		$10K Buy
101
+1
+1% +$100 ﹤0.01% 608
2024
Q3 		$10.1K Buy
100
+31
+45% +$3.12K ﹤0.01% 620
2024
Q2 		$6.87K Buy
+69
New +$6.85K ﹤0.01% 767

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 $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bell Investment Advisors's VTEC Position: Q1 2026 in Review

Bell Investment Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 2.4% in Q1 2026, buying an estimated $108K and bringing the position to 46,244 shares worth $4.58M. The position accounts for 0.72% of the portfolio, ranked #27.

Bell Investment Advisors first reported a position in VTEC in Q2 2024 and has held it in 8 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Bell Investment Advisors held 46,244 shares of Vanguard California Tax-Exempt Bond ETF worth $4.58M as of Q1 2026.
  • Bell Investment Advisors bought 1,072 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $108K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.72% of Bell Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Bell Investment Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.