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 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

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

Diversify Advisory Services's VTEC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 19,806 shares worth $1.96M. The stake represents 0.03% of the portfolio and ranks #422 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VTEC as recently as Q4 2025.

Diversify Advisory Services first reported a position in VTEC in Q3 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Diversify Advisory Services held 19,806 shares of Vanguard California Tax-Exempt Bond ETF worth $1.96M as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #422 holding.
Diversify Advisory Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 6 quarters since.
Diversify Advisory Services's Vanguard California Tax-Exempt Bond ETF position peaked at $2M in Q4 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.