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Beverly Hills Private Wealth’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Beverly Hills Private Wealth’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
2024
Q4 		– Sell
-10,283
Closed -$1.04M – 356
2024
Q3 		$1.04M Buy
+10,283
New +$1.03M 0.21% 122

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $57.3B AUM 18.32% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Beverly Hills Private Wealth's VTEC Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q4 2024, closing a stake of 10,283 shares — an estimated $1.04M sold.

Beverly Hills Private Wealth first reported a position in VTEC in Q3 2024 and held it in 1 quarter. The position peaked at $1.04M in Q3 2024. 59 funds tracked by Wall St. Rank hold VTEC as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,283 Vanguard California Tax-Exempt Bond ETF shares in Q4 2024, an estimated $1.04M.
  • Beverly Hills Private Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Vanguard California Tax-Exempt Bond ETF position peaked at $1.04M in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.