EWP
VTEC icon

Elevation Wealth Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Elevation Wealth Partners’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
2025
Q2 		– Sell
-4,360
Closed -$429K – 503
2025
Q1 		$429K Buy
4,360
+24
+0.6% +$2.38K 0.19% 75
2024
Q4 		$432K Buy
+4,336
New +$435K 0.18% 74

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Elevation Wealth Partners's VTEC Position: Q2 2025 in Review

Elevation Wealth Partners sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2025, closing a stake of 4,360 shares — an estimated $429K sold.

Elevation Wealth Partners first reported a position in VTEC in Q4 2024 and held it in 2 quarters. The position peaked at $432K in Q4 2024. 80 funds tracked by Wall St. Rank hold VTEC as of Q2 2025.

  • Elevation Wealth Partners reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 4,360 Vanguard California Tax-Exempt Bond ETF shares in Q2 2025, an estimated $429K.
  • Elevation Wealth Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and held it in 2 quarters.
  • Elevation Wealth Partners's Vanguard California Tax-Exempt Bond ETF position peaked at $432K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2025.

Based on Elevation Wealth Partners's 13F filing for Q2 2025, filed 8 Jul 2025.