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Cherry Tree Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-795
Closed -$78.8K – 609
2026
Q1 		$78.8K Hold
795
– – 0.02% 229
2025
Q4 		$79.7K Buy
+795
New +$79.7K 0.02% 231

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Cherry Tree Wealth Management's VTEC Position: Q2 2026 in Review

Cherry Tree Wealth Management sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026, closing a stake of 795 shares — an estimated $78.8K sold.

Cherry Tree Wealth Management first reported a position in VTEC in Q4 2025 and held it in 2 quarters. The position peaked at $79.7K in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Cherry Tree Wealth Management reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 795 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $78.8K.
  • Cherry Tree Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Vanguard California Tax-Exempt Bond ETF position peaked at $79.7K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.