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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$3.78M Buy
+37,566
New +$3.75M 0.05% 118

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

CLA (CliftonLarsonAllen) Wealth Advisors's VTEC Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 37,566 shares worth $3.78M. The stake represents 0.05% of the portfolio and ranks #118 among its holdings.

212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 37,566 shares of Vanguard California Tax-Exempt Bond ETF worth $3.78M as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.