Fiduciary Financial Group
VTEC icon

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
Q3 		$476K Buy
5,052
+353
+8% +$34.6K 0.06% 206
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

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fiduciary Financial Group's VTEC Position: Q3 2026 in Review

Fiduciary Financial Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 7.5% in Q3 2026, buying an estimated $34.6K and bringing the position to 5,052 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #206.

Fiduciary Financial Group first reported a position in VTEC in Q1 2025 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Fiduciary Financial Group held 5,052 shares of Vanguard California Tax-Exempt Bond ETF worth $476K as of Q3 2026.
  • Fiduciary Financial Group bought 353 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $34.6K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q3 2026, its #206 holding.
  • Fiduciary Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.