Capital Advantage
VTEC icon

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

Capital Advantage’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 		$435K Buy
4,614
+114
+3% +$11.2K 0.05% 106
2026
Q2 		$453K Buy
+4,500
New +$449K 0.06% 100

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

Capital Advantage's VTEC Position: Q3 2026 in Review

Capital Advantage increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 2.5% in Q3 2026, buying an estimated $11.2K and bringing the position to 4,614 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #106.

Capital Advantage first reported a position in VTEC in Q2 2026 and has held it in 2 quarters since. The position peaked at $453K in Q2 2026. 88 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Capital Advantage held 4,614 shares of Vanguard California Tax-Exempt Bond ETF worth $435K as of Q3 2026.
  • Capital Advantage bought 114 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.05% of Capital Advantage's portfolio in Q3 2026, its #106 holding.
  • Capital Advantage first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Capital Advantage's Vanguard California Tax-Exempt Bond ETF position peaked at $453K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.