Equita Financial Network’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Equita Financial Network’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	$204K	Hold	2,025	–	–	0.06%	94
2026 Q1	$201K	Hold	2,025	–	–	0.06%	84
2025 Q4	$203K	Hold	2,025	–	–	0.06%	93
2025 Q3	$202K	Buy	+2,025	New	+$198K	0.07%	89
2025 Q2	–	Sell	-2,373	Closed	-$234K	–	95
2025 Q1	$234K	Buy	+2,373	New	+$236K	0.08%	81

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

Equita Financial Network's VTEC Position: Q2 2026 in Review

Equita Financial Network held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 2,025 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #94.

Equita Financial Network first reported a position in VTEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $234K in Q1 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Equita Financial Network held 2,025 shares of Vanguard California Tax-Exempt Bond ETF worth $204K as of Q2 2026.
Equita Financial Network left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.06% of Equita Financial Network's portfolio in Q2 2026, its #94 holding.
Equita Financial Network first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
Equita Financial Network's Vanguard California Tax-Exempt Bond ETF position peaked at $234K in Q1 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.