Diversify Advisory Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Diversify Advisory Services’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 Q1	–	Sell	-19,805	Closed	-$2M	–	891
2025 Q4	$2M	Hold	19,805	–	–	0.06%	227
2025 Q3	$1.98M	Hold	19,805	–	–	0.07%	211
2025 Q2	$1.93M	Buy	+19,805	New	+$1.92M	0.07%	195
2025 Q1	–	Sell	-9,063	Closed	-$896K	–	703
2024 Q4	$896K	Sell	9,063 -4,237	-32%	-$425K	0.05%	244
2024 Q3	$1.33M	Buy	+13,300	New	+$1.34M	0.07%	212

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Diversify Advisory Services's VTEC Position: Q1 2026 in Review

Diversify Advisory Services sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2026, closing a stake of 19,805 shares — an estimated $2M sold.

Diversify Advisory Services first reported a position in VTEC in Q3 2024 and held it in 5 quarters. The position peaked at $2M in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Diversify Advisory Services reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 19,805 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $2M.
Diversify Advisory Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and held it in 5 quarters.
Diversify Advisory Services's Vanguard California Tax-Exempt Bond ETF position peaked at $2M in Q4 2025.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.