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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
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

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Climber Capital's VTEC Position: Q2 2026 in Review

Climber Capital held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 3,110 shares worth $312K. The position accounts for 0.19% of the portfolio, ranked #52.

Climber Capital first reported a position in VTEC in Q1 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Climber Capital held 3,110 shares of Vanguard California Tax-Exempt Bond ETF worth $312K as of Q2 2026.
  • Climber Capital left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.19% of Climber Capital's portfolio in Q2 2026, its #52 holding.
  • Climber Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.