Eclectic Associates’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Eclectic Associates’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	$7.93M	Buy	78,851 +14,376	+22%	+$1.44M	0.9%	26
2026 Q1	$6.39M	Buy	64,475 +941	+1%	+$94.7K	0.85%	28
2025 Q4	$6.37M	Buy	63,534 +3,864	+6%	+$387K	0.99%	25
2025 Q3	$5.95M	Buy	59,670 +6,578	+12%	+$644K	1.09%	25
2025 Q2	$5.18M	Buy	53,092 +19,053	+56%	+$1.85M	1.13%	25
2025 Q1	$3.35M	Buy	34,039 +18,744	+123%	+$1.86M	0.9%	30
2024 Q4	$1.52M	Buy	+15,295	New	+$1.54M	0.45%	48

Other funds holding VTEC

WPC

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Eclectic Associates's VTEC Position: Q2 2026 in Review

Eclectic Associates increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 22% in Q2 2026, buying an estimated $1.44M and bringing the position to 78,851 shares worth $7.93M. The position accounts for 0.9% of the portfolio, ranked #26.

Eclectic Associates first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Eclectic Associates held 78,851 shares of Vanguard California Tax-Exempt Bond ETF worth $7.93M as of Q2 2026.
Eclectic Associates bought 14,376 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.44M.
Vanguard California Tax-Exempt Bond ETF made up 0.9% of Eclectic Associates's portfolio in Q2 2026, its #26 holding.
Eclectic Associates first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
30 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.