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EP Wealth Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

EP Wealth Advisors’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 		$1.2M Sell
12,096
-167
-1% -$16.8K 0.01% 590
2025
Q4 		$1.23M Buy
+12,263
New +$1.23M 0.01% 562

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

EP Wealth Advisors's VTEC Position: Q1 2026 in Review

EP Wealth Advisors reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 1.4% in Q1 2026, selling an estimated $16.8K and leaving 12,096 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #590.

EP Wealth Advisors first reported a position in VTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • EP Wealth Advisors held 12,096 shares of Vanguard California Tax-Exempt Bond ETF worth $1.2M as of Q1 2026.
  • EP Wealth Advisors sold 167 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $16.8K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #590 holding.
  • EP Wealth Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $1.23M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.