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

Financial Management 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 Q1	$2.3M	Buy	22,972 +1,012	+5%	+$102K	0.35%	55
2025 Q4	$2.2M	Buy	21,960 +1,633	+8%	+$164K	0.35%	55
2025 Q3	$2.02M	Sell	20,327 -517	-2%	-$50.6K	0.33%	55
2025 Q2	$2.03M	Sell	20,844 -8,143	-28%	-$790K	0.36%	58
2025 Q1	$2.8M	Sell	28,987 -3,229	-10%	-$321K	0.63%	41
2024 Q4	$3.21M	Buy	32,216 +13,909	+76%	+$1.4M	0.67%	37
2024 Q3	$1.85M	Buy	18,307 +7,008	+62%	+$704K	0.39%	54
2024 Q2	$1.13M	Buy	+11,299	New	+$1.12M	0.27%	65

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Financial Management Network's VTEC Position: Q1 2026 in Review

Financial Management Network increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 4.6% in Q1 2026, buying an estimated $102K and bringing the position to 22,972 shares worth $2.3M. The position accounts for 0.35% of the portfolio, ranked #55.

Financial Management Network first reported a position in VTEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.21M in Q4 2024. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Financial Management Network held 22,972 shares of Vanguard California Tax-Exempt Bond ETF worth $2.3M as of Q1 2026.
Financial Management Network bought 1,012 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $102K.
Vanguard California Tax-Exempt Bond ETF made up 0.35% of Financial Management Network's portfolio in Q1 2026, its #55 holding.
Financial Management Network first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 8 quarters since.
Financial Management Network's Vanguard California Tax-Exempt Bond ETF position peaked at $3.21M in Q4 2024.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.