Creative Planning
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Creative Planning’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Creative Planning’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 		$7.01M Buy
69,671
+5,305
+8% +$530K ﹤0.01% 1144
2026
Q1 		$6.38M Buy
64,366
+5,200
+9% +$523K ﹤0.01% 1008
2025
Q4 		$5.93M Buy
59,166
+8,145
+16% +$816K ﹤0.01% 888
2025
Q3 		$5.09M Sell
51,021
-1,614
-3% -$158K ﹤0.01% 872
2025
Q2 		$5.14M Buy
52,635
+36,723
+231% +$3.56M ﹤0.01% 743
2025
Q1 		$1.57M Buy
15,912
+318
+2% +$31.6K ﹤0.01% 1368
2024
Q4 		$1.55M Buy
15,594
+4,675
+43% +$469K ﹤0.01% 1301
2024
Q3 		$1.11M Buy
10,919
+7,356
+206% +$739K ﹤0.01% 1441
2024
Q2 		$354K Buy
3,563
+361
+11% +$35.8K ﹤0.01% 2223
2024
Q1 		$322K Buy
+3,202
New +$323K ﹤0.01% 2190

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

Creative Planning's VTEC Position: Q2 2026 in Review

Creative Planning increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 8.2% in Q2 2026, buying an estimated $530K and bringing the position to 69,671 shares worth $7.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Creative Planning first reported a position in VTEC in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Creative Planning held 69,671 shares of Vanguard California Tax-Exempt Bond ETF worth $7.01M as of Q2 2026.
  • Creative Planning bought 5,305 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $530K.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1144 holding.
  • Creative Planning first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.