Concurrent Investment Advisors
VTEC icon

Concurrent Investment Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Concurrent Investment 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
Q3 		$5.37M Sell
56,954
-35,160
-38% -$3.45M 0.04% 455
2026
Q2 		$9.27M Sell
92,114
-317
-0.3% -$31.6K 0.08% 280
2026
Q1 		$9.16M Buy
92,431
+5,377
+6% +$541K 0.1% 225
2025
Q4 		$8.73M Buy
87,054
+49,410
+131% +$4.95M 0.1% 217
2025
Q3 		$3.76M Buy
37,644
+22,746
+153% +$2.23M 0.06% 298
2025
Q2 		$1.45M Buy
14,898
+751
+5% +$72.9K 0.03% 507
2025
Q1 		$1.39M Buy
+14,147
New +$1.41M 0.03% 451

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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Concurrent Investment Advisors's VTEC Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 38% in Q3 2026, selling an estimated $3.45M and leaving 56,954 shares worth $5.37M. The position accounts for 0.04% of the portfolio, ranked #455.

Concurrent Investment Advisors first reported a position in VTEC in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.27M in Q2 2026. 72 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Concurrent Investment Advisors held 56,954 shares of Vanguard California Tax-Exempt Bond ETF worth $5.37M as of Q3 2026.
  • Concurrent Investment Advisors sold 35,160 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $3.45M.
  • Vanguard California Tax-Exempt Bond ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q3 2026, its #455 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $9.27M in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.