CVA Family Office’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

CVA Family Office’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	$26.5K	Hold	263	–	–	﹤0.01%	746
2026 Q1	$26.1K	Buy	263 +79	+43%	+$7.95K	﹤0.01%	736
2025 Q4	$18.4K	Hold	184	–	–	﹤0.01%	705
2025 Q3	$18.4K	Hold	184	–	–	﹤0.01%	712
2025 Q2	$18K	Sell	184 -150	-45%	-$14.6K	﹤0.01%	710
2025 Q1	$32.9K	Hold	334	–	–	0.01%	588
2024 Q4	$33.2K	Hold	334	–	–	0.01%	588
2024 Q3	$33.9K	Buy	334 +14	+4%	+$1.41K	0.01%	573
2024 Q2	$31.8K	Buy	+320	New	+$31.8K	0.01%	571

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

CVA Family Office's VTEC Position: Q2 2026 in Review

CVA Family Office held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 263 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

CVA Family Office first reported a position in VTEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $33.9K in Q3 2024. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

CVA Family Office held 263 shares of Vanguard California Tax-Exempt Bond ETF worth $26.5K as of Q2 2026.
CVA Family Office left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #746 holding.
CVA Family Office first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
CVA Family Office's Vanguard California Tax-Exempt Bond ETF position peaked at $33.9K in Q3 2024.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.