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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WPC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Concurrent Investment Advisors's VTEC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 6.2% in Q1 2026, buying an estimated $541K and bringing the position to 92,431 shares worth $9.16M. The position accounts for 0.1% of the portfolio, ranked #225.

Concurrent Investment Advisors first reported a position in VTEC in Q1 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Concurrent Investment Advisors held 92,431 shares of Vanguard California Tax-Exempt Bond ETF worth $9.16M as of Q1 2026.
Concurrent Investment Advisors bought 5,377 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $541K.
Vanguard California Tax-Exempt Bond ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #225 holding.
Concurrent Investment Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.