Climber Capital
VTEC icon

Climber Capital’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Climber Capital’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
Q3 		$278K Hold
3,110
– – 0.17% 60
2026
Q2 		$312K Hold
3,110
– – 0.19% 52
2026
Q1 		$308K Hold
3,110
– – 0.2% 63
2025
Q4 		$311K Buy
+3,110
New +$312K 0.2% 50
2025
Q2 		$302K Hold
3,110
– – 0.19% 53
2025
Q1 		$266K Buy
+3,110
New +$309K 0.21% 53

Other funds holding VTEC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Climber Capital's VTEC Position: Q3 2026 in Review

Climber Capital held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q3 2026 at 3,110 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #60.

Climber Capital first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $312K in Q2 2026. 98 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Climber Capital held 3,110 shares of Vanguard California Tax-Exempt Bond ETF worth $278K as of Q3 2026.
  • Climber Capital left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.17% of Climber Capital's portfolio in Q3 2026, its #60 holding.
  • Climber Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Climber Capital's Vanguard California Tax-Exempt Bond ETF position peaked at $312K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.