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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Catalyst Private Wealth's VTEC Position: Q2 2026 in Review

Catalyst Private Wealth reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 22% in Q2 2026, selling an estimated $208K and leaving 7,392 shares worth $744K. The position accounts for 0.36% of the portfolio, ranked #42.

Catalyst Private Wealth first reported a position in VTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $949K in Q4 2025. 93 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Catalyst Private Wealth held 7,392 shares of Vanguard California Tax-Exempt Bond ETF worth $744K as of Q2 2026.
  • Catalyst Private Wealth sold 2,080 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $208K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.36% of Catalyst Private Wealth's portfolio in Q2 2026, its #42 holding.
  • Catalyst Private Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Catalyst Private Wealth's Vanguard California Tax-Exempt Bond ETF position peaked at $949K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.