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D.A. Davidson & Co’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

D.A. Davidson & Co’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 		$352K Buy
3,497
+1,447
+71% +$144K ﹤0.01% 1329
2026
Q1 		$203K Buy
+2,050
New +$206K ﹤0.01% 1491

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

D.A. Davidson & Co's VTEC Position: Q2 2026 in Review

D.A. Davidson & Co increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 71% in Q2 2026, buying an estimated $144K and bringing the position to 3,497 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

D.A. Davidson & Co first reported a position in VTEC in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • D.A. Davidson & Co held 3,497 shares of Vanguard California Tax-Exempt Bond ETF worth $352K as of Q2 2026.
  • D.A. Davidson & Co bought 1,447 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $144K.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1329 holding.
  • D.A. Davidson & Co first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.