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

EverSource 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	$26.2K	Buy	261 +2	+0.8%	+$200	﹤0.01%	2243
2026 Q1	$25.6K	Buy	259 +2	+0.8%	+$201	﹤0.01%	2356
2025 Q4	$25.8K	Buy	257 +2	+0.8%	+$200	﹤0.01%	2214
2025 Q3	$25.4K	Buy	255 +2	+0.8%	+$196	﹤0.01%	2175
2025 Q2	$24.6K	Buy	253 +2	+0.8%	+$194	﹤0.01%	2137
2025 Q1	$24.7K	Buy	+251	New	+$24.9K	﹤0.01%	1583

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

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

EverSource Wealth Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.77% in Q2 2026, buying an estimated $200 and bringing the position to 261 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

EverSource Wealth Advisors first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

EverSource Wealth Advisors held 261 shares of Vanguard California Tax-Exempt Bond ETF worth $26.2K as of Q2 2026.
EverSource Wealth Advisors bought 2 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $200.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2243 holding.
EverSource Wealth Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.