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 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

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

Concurrent Investment Advisors's VTEC Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.34% in Q2 2026, selling an estimated $31.6K and leaving 92,114 shares worth $9.27M. The position accounts for 0.08% of the portfolio, ranked #280.

Concurrent Investment Advisors first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Concurrent Investment Advisors held 92,114 shares of Vanguard California Tax-Exempt Bond ETF worth $9.27M as of Q2 2026.
Concurrent Investment Advisors sold 317 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $31.6K.
Vanguard California Tax-Exempt Bond ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #280 holding.
Concurrent Investment Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.