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Blue Oak Capital’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Blue Oak Capital’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
2025
Q2 		$1.86M Buy
19,091
+1,426
+8% +$138K 0.98% 24
2025
Q1 		$1.74M Buy
+17,665
New +$1.75M 0.96% 26

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Blue Oak Capital's VTEC Position: Q2 2025 in Review

Blue Oak Capital increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 8.1% in Q2 2025, buying an estimated $138K and bringing the position to 19,091 shares worth $1.86M. The position accounts for 0.98% of the portfolio, ranked #24.

Blue Oak Capital first reported a position in VTEC in Q1 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold VTEC as of Q2 2025.

  • Blue Oak Capital held 19,091 shares of Vanguard California Tax-Exempt Bond ETF worth $1.86M as of Q2 2025.
  • Blue Oak Capital bought 1,426 Vanguard California Tax-Exempt Bond ETF shares in Q2 2025, an estimated $138K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.98% of Blue Oak Capital's portfolio in Q2 2025, its #24 holding.
  • Blue Oak Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.