Core Wealth Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Core Wealth Partners’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	$265K	Hold	2,639	–	–	0.11%	149
2026 Q1	$261K	Hold	2,639	–	–	0.12%	138
2025 Q4	$265K	Hold	2,639	–	–	0.12%	139
2025 Q3	$263K	Hold	2,639	–	–	0.12%	137
2025 Q2	$258K	Hold	2,639	–	–	0.13%	141
2025 Q1	$260K	Hold	2,639	–	–	0.15%	138
2024 Q4	$263K	Hold	2,639	–	–	0.15%	137
2024 Q3	$268K	Buy	+2,639	New	+$265K	0.16%	129

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

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

FCA

FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Core Wealth Partners's VTEC Position: Q2 2026 in Review

Core Wealth Partners held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 2,639 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #149.

Core Wealth Partners first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $268K in Q3 2024. 59 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Core Wealth Partners held 2,639 shares of Vanguard California Tax-Exempt Bond ETF worth $265K as of Q2 2026.
Core Wealth Partners left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.11% of Core Wealth Partners's portfolio in Q2 2026, its #149 holding.
Core Wealth Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
Core Wealth Partners's Vanguard California Tax-Exempt Bond ETF position peaked at $268K in Q3 2024.
59 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.