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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
Q2 		$1.25M Buy
12,427
+331
+3% +$33K ﹤0.01% 694
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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

EP Wealth Advisors's VTEC Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 2.7% in Q2 2026, buying an estimated $33K and bringing the position to 12,427 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #694.

EP Wealth Advisors first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • EP Wealth Advisors held 12,427 shares of Vanguard California Tax-Exempt Bond ETF worth $1.25M as of Q2 2026.
  • EP Wealth Advisors bought 331 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $33K.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #694 holding.
  • EP Wealth Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.