Burton Enright Welch’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Burton Enright Welch’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 Q2	$2.66M	Buy	26,470 +6,636	+33%	+$663K	0.31%	39
2026 Q1	$1.97M	Buy	19,834 +3,118	+19%	+$314K	0.27%	47
2025 Q4	$1.68M	Buy	16,716 +2,401	+17%	+$241K	0.24%	47
2025 Q3	$1.43M	Buy	14,315 +647	+5%	+$63.3K	0.22%	50
2025 Q2	$1.33M	Buy	13,668 +5,792	+74%	+$562K	0.23%	49
2025 Q1	$775K	Buy	7,876 +2,295	+41%	+$228K	0.16%	51
2024 Q4	$556K	Buy	5,581 +3,185	+133%	+$320K	0.12%	60
2024 Q3	$243K	Buy	+2,396	New	+$241K	0.05%	84

Other funds holding VTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Burton Enright Welch's VTEC Position: Q2 2026 in Review

Burton Enright Welch increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 33% in Q2 2026, buying an estimated $663K and bringing the position to 26,470 shares worth $2.66M. The position accounts for 0.31% of the portfolio, ranked #39.

Burton Enright Welch first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Burton Enright Welch held 26,470 shares of Vanguard California Tax-Exempt Bond ETF worth $2.66M as of Q2 2026.
Burton Enright Welch bought 6,636 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $663K.
Vanguard California Tax-Exempt Bond ETF made up 0.31% of Burton Enright Welch's portfolio in Q2 2026, its #39 holding.
Burton Enright Welch first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.