Blume Capital Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Blume Capital Management’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	$297K	Hold	3,000	–	–	0.05%	104
2025 Q4	$301K	Hold	3,000	–	–	0.05%	100
2025 Q3	$299K	Buy	3,000 +500	+20%	+$48.9K	0.06%	98
2025 Q2	$244K	Hold	2,500	–	–	0.05%	103
2025 Q1	$246K	Hold	2,500	–	–	0.06%	97
2024 Q4	$249K	Hold	2,500	–	–	0.06%	96
2024 Q3	$253K	Sell	2,500 -1,000	-29%	-$100K	0.06%	94
2024 Q2	$348K	Hold	3,500	–	–	0.08%	84
2024 Q1	$352K	Buy	+3,500	New	+$353K	0.09%	76

Other funds holding VTEC

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Blume Capital Management's VTEC Position: Q1 2026 in Review

Blume Capital Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q1 2026 at 3,000 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #104.

Blume Capital Management first reported a position in VTEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $352K in Q1 2024. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Blume Capital Management held 3,000 shares of Vanguard California Tax-Exempt Bond ETF worth $297K as of Q1 2026.
Blume Capital Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q1 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.05% of Blume Capital Management's portfolio in Q1 2026, its #104 holding.
Blume Capital Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2024 and has held it in 9 quarters since.
Blume Capital Management's Vanguard California Tax-Exempt Bond ETF position peaked at $352K in Q1 2024.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Blume Capital Management's 13F filing for Q1 2026, filed 1 May 2026.