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Fiduciary Financial Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Fiduciary Financial Group’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 		$473K Buy
4,699
+12
+0.3% +$1.2K 0.05% 208
2026
Q1 		$464K Buy
4,687
+19
+0.4% +$1.91K 0.06% 186
2025
Q4 		$468K Buy
4,668
+674
+17% +$67.5K 0.07% 169
2025
Q3 		$398K Buy
3,994
+886
+29% +$86.7K 0.06% 195
2025
Q2 		$303K Hold
3,108
– – 0.05% 230
2025
Q1 		$301K Buy
+3,108
New +$309K 0.07% 191

Other funds holding VTEC

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $430M AUM 17.01% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Fiduciary Financial Group's VTEC Position: Q2 2026 in Review

Fiduciary Financial Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.26% in Q2 2026, buying an estimated $1.2K and bringing the position to 4,699 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #208.

Fiduciary Financial Group first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Fiduciary Financial Group held 4,699 shares of Vanguard California Tax-Exempt Bond ETF worth $473K as of Q2 2026.
  • Fiduciary Financial Group bought 12 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.2K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #208 holding.
  • Fiduciary Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 93 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.