Catalyst Private Wealth’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Catalyst Private Wealth’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	$1.97M	Buy	20,900 +13,508	+183%	+$1.33M	0.82%	27
2026 Q2	$744K	Sell	7,392 -2,080	-22%	-$208K	0.36%	42
2026 Q1	$938K	Buy	9,472 +4	+0%	+$402	0.51%	35
2025 Q4	$949K	Buy	9,468 +6,921	+272%	+$694K	0.41%	33
2025 Q3	$254K	Buy	2,547 +82	+3%	+$8.02K	0.11%	73
2025 Q2	$241K	Buy	+2,465	New	+$239K	0.11%	73

Other funds holding VTEC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Catalyst Private Wealth's VTEC Position: Q3 2026 in Review

Catalyst Private Wealth increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 183% in Q3 2026, buying an estimated $1.33M and bringing the position to 20,900 shares worth $1.97M. The position accounts for 0.82% of the portfolio, ranked #27.

Catalyst Private Wealth first reported a position in VTEC in Q2 2025 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Catalyst Private Wealth held 20,900 shares of Vanguard California Tax-Exempt Bond ETF worth $1.97M as of Q3 2026.
Catalyst Private Wealth bought 13,508 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.33M.
Vanguard California Tax-Exempt Bond ETF made up 0.82% of Catalyst Private Wealth's portfolio in Q3 2026, its #27 holding.
Catalyst Private Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
98 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.