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First Pacific Financial’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

First Pacific Financial’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
2025
Q3 		– Sell
-1,547
Closed -$151K – 554
2025
Q2 		$151K Buy
+1,547
New +$150K 0.02% 182

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Pacific Financial's VTEC Position: Q3 2025 in Review

First Pacific Financial sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2025, closing a stake of 1,547 shares — an estimated $151K sold.

First Pacific Financial first reported a position in VTEC in Q2 2025 and held it in 1 quarter. The position peaked at $151K in Q2 2025. 122 funds tracked by Wall St. Rank hold VTEC as of Q3 2025.

  • First Pacific Financial reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q3 2025 after selling out during the quarter.
  • First Pacific Financial sold 1,547 Vanguard California Tax-Exempt Bond ETF shares in Q3 2025, an estimated $151K.
  • First Pacific Financial first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and held it in 1 quarter.
  • First Pacific Financial's Vanguard California Tax-Exempt Bond ETF position peaked at $151K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2025.

Based on First Pacific Financial's 13F filing for Q3 2025, filed 21 Oct 2025.