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Farther Finance Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Farther Finance 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
Q3 		$410K Buy
4,350
+2,250
+107% +$221K ﹤0.01% 1738
2026
Q2 		$211K Buy
2,100
+1,000
+91% +$99.8K ﹤0.01% 2202
2026
Q1 		$109K Buy
1,100
+1,000
+1,000% +$101K ﹤0.01% 2449
2025
Q4 		$10K Buy
+100
New +$10K ﹤0.01% 3910

Other funds holding VTEC

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors's VTEC Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 107% in Q3 2026, buying an estimated $221K and bringing the position to 4,350 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Farther Finance Advisors first reported a position in VTEC in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Farther Finance Advisors held 4,350 shares of Vanguard California Tax-Exempt Bond ETF worth $410K as of Q3 2026.
  • Farther Finance Advisors bought 2,250 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $221K.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1738 holding.
  • Farther Finance Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.