Cerity Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Cerity Partners’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	$745K	Buy	7,403 +2,226	+43%	+$222K	﹤0.01%	2183
2026 Q1	$513K	Buy	5,177 +44	+0.9%	+$4.43K	﹤0.01%	2271
2025 Q4	$515K	Sell	5,133 -2,363	-32%	-$237K	﹤0.01%	2087
2025 Q3	$748K	Buy	7,496 +301	+4%	+$29.5K	﹤0.01%	1746
2025 Q2	$702K	Buy	+7,195	New	+$698K	﹤0.01%	1695

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

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

MWAM

Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Cerity Partners's VTEC Position: Q2 2026 in Review

Cerity Partners increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 43% in Q2 2026, buying an estimated $222K and bringing the position to 7,403 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Cerity Partners first reported a position in VTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $748K in Q3 2025. 204 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Cerity Partners held 7,403 shares of Vanguard California Tax-Exempt Bond ETF worth $745K as of Q2 2026.
Cerity Partners bought 2,226 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $222K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2183 holding.
Cerity Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
Cerity Partners's Vanguard California Tax-Exempt Bond ETF position peaked at $748K in Q3 2025.
204 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.