BCA
VTEC icon

Bernzott Capital Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bernzott Capital 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 		$4.29M Buy
42,692
+12,477
+41% +$1.25M 1.72% 30
2026
Q1 		$2.99M Buy
+30,215
New +$3.04M 1.43% 31

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Bernzott Capital Advisors's VTEC Position: Q2 2026 in Review

Bernzott Capital Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 41% in Q2 2026, buying an estimated $1.25M and bringing the position to 42,692 shares worth $4.29M. The position accounts for 1.72% of the portfolio, ranked #30.

Bernzott Capital Advisors first reported a position in VTEC in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Bernzott Capital Advisors held 42,692 shares of Vanguard California Tax-Exempt Bond ETF worth $4.29M as of Q2 2026.
  • Bernzott Capital Advisors bought 12,477 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.25M.
  • Vanguard California Tax-Exempt Bond ETF made up 1.72% of Bernzott Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Bernzott Capital Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.