Bristlecone Value Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Bristlecone Value Partners’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	$539K	Buy	+5,716	New	+$561K	0.42%	43

Other funds holding VTEC

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manhattan West Asset Management Los Angeles, California $606M AUM 13.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Brio Consultants San Francisco, California $872M AUM 9.56% 1-Year Est. Return

Bristlecone Value Partners's VTEC Position: Q3 2026 in Review

Bristlecone Value Partners opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 5,716 shares worth $539K. The stake represents 0.42% of the portfolio and ranks #43 among its holdings.

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

Bristlecone Value Partners held 5,716 shares of Vanguard California Tax-Exempt Bond ETF worth $539K as of Q3 2026.
Vanguard California Tax-Exempt Bond ETF was a new Bristlecone Value Partners position in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.42% of Bristlecone Value Partners's portfolio in Q3 2026, its #43 holding.
210 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Bristlecone Value Partners's 13F filing for Q3 2026, filed 12 Nov 2026.