Cetera Investment Advisers’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Cetera Investment Advisers’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	$26.5M	Buy	263,318 +10,482	+4%	+$1.05M	0.02%	625
2026 Q1	$25.1M	Sell	252,836 -20,656	-8%	-$2.08M	0.03%	596
2025 Q4	$27.4M	Buy	273,492 +32,710	+14%	+$3.28M	0.03%	531
2025 Q3	$24M	Buy	240,782 +15,362	+7%	+$1.5M	0.03%	563
2025 Q2	$22M	Buy	225,420 +223,283	+10,448%	+$21.7M	0.04%	482
2025 Q1	$210K	Buy	+2,137	New	+$212K	﹤0.01%	3568

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

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

Cetera Investment Advisers's VTEC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 4.1% in Q2 2026, buying an estimated $1.05M and bringing the position to 263,318 shares worth $26.5M. The position accounts for 0.02% of the portfolio, ranked #625.

Cetera Investment Advisers first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.4M in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Cetera Investment Advisers held 263,318 shares of Vanguard California Tax-Exempt Bond ETF worth $26.5M as of Q2 2026.
Cetera Investment Advisers bought 10,482 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.05M.
Vanguard California Tax-Exempt Bond ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #625 holding.
Cetera Investment Advisers first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cetera Investment Advisers's Vanguard California Tax-Exempt Bond ETF position peaked at $27.4M in Q4 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.