Commonwealth Equity Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Commonwealth Equity Services’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	$2.68M	Buy	26,627 +4,553	+21%	+$455K	﹤0.01%	1864
2026 Q1	$2.19M	Sell	22,074 -1,401	-6%	-$141K	﹤0.01%	1929
2025 Q4	$2.35M	Sell	23,475 -1,766	-7%	-$177K	﹤0.01%	1847
2025 Q3	$2.52M	Sell	25,241 -4,664	-16%	-$456K	﹤0.01%	1830
2025 Q2	$2.92M	Buy	29,905 +12,104	+68%	+$1.17M	﹤0.01%	1708
2025 Q1	$1.75M	Buy	17,801 +1,610	+10%	+$160K	﹤0.01%	2007
2024 Q4	$1.61M	Sell	16,191 -989	-6%	-$99.3K	﹤0.01%	2027
2024 Q3	$1.74M	Buy	17,180 +13,775	+405%	+$1.38M	﹤0.01%	1906
2024 Q2	$338K	Buy	+3,405	New	+$338K	﹤0.01%	3196

Other funds holding VTEC

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Commonwealth Equity Services's VTEC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 21% in Q2 2026, buying an estimated $455K and bringing the position to 26,627 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Commonwealth Equity Services first reported a position in VTEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.92M in Q2 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Commonwealth Equity Services held 26,627 shares of Vanguard California Tax-Exempt Bond ETF worth $2.68M as of Q2 2026.
Commonwealth Equity Services bought 4,553 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $455K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1864 holding.
Commonwealth Equity Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Vanguard California Tax-Exempt Bond ETF position peaked at $2.92M in Q2 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.