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 Q3	$1.89M	Hold	19,806	–	–	0.03%	460
2026 Q2	$1.96M	Buy	+19,806	New	+$1.98M	0.03%	422
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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return

Diversify Advisory Services's VTEC Position: Q3 2026 in Review

Diversify Advisory Services held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q3 2026 at 19,806 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #460.

Diversify Advisory Services first reported a position in VTEC in Q3 2024 and has held it in 7 quarters since. The position peaked at $2M in Q4 2025. 59 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Diversify Advisory Services held 19,806 shares of Vanguard California Tax-Exempt Bond ETF worth $1.89M as of Q3 2026.
Diversify Advisory Services left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #460 holding.
Diversify Advisory Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Vanguard California Tax-Exempt Bond ETF position peaked at $2M in Q4 2025.
59 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.