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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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Cherry Tree Wealth Management's VTEC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q1 2026 at 795 shares worth $78.8K. The position accounts for 0.02% of the portfolio, ranked #229.

Cherry Tree Wealth Management first reported a position in VTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $79.7K in Q4 2025. 176 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Cherry Tree Wealth Management held 795 shares of Vanguard California Tax-Exempt Bond ETF worth $78.8K as of Q1 2026.
  • Cherry Tree Wealth Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cherry Tree Wealth Management's Vanguard California Tax-Exempt Bond ETF position peaked at $79.7K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.