BFSG LLC’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

BFSG LLC’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 Q3	$928K	Buy	+9,845	New	+$966K	0.08%	179

Other funds holding VTEC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BFSG LLC's VTEC Position: Q3 2026 in Review

BFSG LLC opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 9,845 shares worth $928K. The stake represents 0.08% of the portfolio and ranks #179 among its holdings.

135 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

BFSG LLC held 9,845 shares of Vanguard California Tax-Exempt Bond ETF worth $928K as of Q3 2026.
Vanguard California Tax-Exempt Bond ETF was a new BFSG LLC position in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.08% of BFSG LLC's portfolio in Q3 2026, its #179 holding.
135 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.