Corient Private Wealth
VTEC icon

Corient Private Wealth’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Corient Private Wealth’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 		$9.22M Buy
91,670
+26,394
+40% +$2.64M 0.01% 681
2026
Q1 		$6.47M Sell
65,276
-30,448
-32% -$3.06M 0.01% 763
2025
Q4 		$9.6M Buy
95,724
+57,887
+153% +$5.8M 0.01% 790
2025
Q3 		$3.77M Sell
37,837
-1,859
-5% -$182K 0.01% 813
2025
Q2 		$3.87M Buy
+39,696
New +$3.85M 0.01% 787

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Corient Private Wealth's VTEC Position: Q2 2026 in Review

Corient Private Wealth increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 40% in Q2 2026, buying an estimated $2.64M and bringing the position to 91,670 shares worth $9.22M. The position accounts for 0.01% of the portfolio, ranked #681.

Corient Private Wealth first reported a position in VTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.6M in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Corient Private Wealth held 91,670 shares of Vanguard California Tax-Exempt Bond ETF worth $9.22M as of Q2 2026.
  • Corient Private Wealth bought 26,394 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.64M.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #681 holding.
  • Corient Private Wealth first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's Vanguard California Tax-Exempt Bond ETF position peaked at $9.6M in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.