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Bridgewealth Advisory Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bridgewealth Advisory Group’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
Q1 		– Sell
-11,787
Closed -$1.17M – 118
2024
Q4 		$1.17M Buy
11,787
+3,024
+35% +$304K 0.33% 44
2024
Q3 		$888K Buy
8,763
+3,849
+78% +$387K 0.32% 41
2024
Q2 		$488K Buy
+4,914
New +$488K 0.22% 48

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bridgewealth Advisory Group's VTEC Position: Q1 2025 in Review

Bridgewealth Advisory Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2025, closing a stake of 11,787 shares — an estimated $1.17M sold.

Bridgewealth Advisory Group first reported a position in VTEC in Q2 2024 and held it in 3 quarters. The position peaked at $1.17M in Q4 2024. 63 funds tracked by Wall St. Rank hold VTEC as of Q1 2025.

  • Bridgewealth Advisory Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 11,787 Vanguard California Tax-Exempt Bond ETF shares in Q1 2025, an estimated $1.17M.
  • Bridgewealth Advisory Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and held it in 3 quarters.
  • Bridgewealth Advisory Group's Vanguard California Tax-Exempt Bond ETF position peaked at $1.17M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2025.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.