Brookstone Capital Management
VTEC icon

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

Brookstone 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
Q3 		$593K Buy
6,295
+501
+9% +$49.2K 0.01% 877
2026
Q2 		$583K Buy
+5,794
New +$578K 0.01% 878

Other funds holding VTEC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Ballast Rock Private Wealth
Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

Brookstone Capital Management's VTEC Position: Q3 2026 in Review

Brookstone Capital Management increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 8.6% in Q3 2026, buying an estimated $49.2K and bringing the position to 6,295 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #877.

Brookstone Capital Management first reported a position in VTEC in Q2 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Brookstone Capital Management held 6,295 shares of Vanguard California Tax-Exempt Bond ETF worth $593K as of Q3 2026.
  • Brookstone Capital Management bought 501 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $49.2K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #877 holding.
  • Brookstone Capital Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.