FLC Capital Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

FLC Capital 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 Q2	$2.85M	Buy	28,339 +2,324	+9%	+$232K	0.46%	41
2026 Q1	$2.58M	Buy	26,015 +3,438	+15%	+$346K	0.46%	43
2025 Q4	$2.26M	Buy	22,577 +2,330	+12%	+$233K	0.42%	47
2025 Q3	$2.02M	Sell	20,247 -11	-0.1%	-$1.08K	0.39%	46
2025 Q2	$1.98M	Sell	20,258 -563	-3%	-$54.6K	0.41%	45
2025 Q1	$2.05M	Buy	20,821 +3,067	+17%	+$305K	0.46%	39
2024 Q4	$1.77M	Buy	17,754 +176	+1%	+$17.7K	0.41%	41
2024 Q3	$1.78M	Buy	17,578 +832	+5%	+$83.6K	0.41%	43
2024 Q2	$1.66M	Buy	+16,746	New	+$1.66M	0.41%	43

Other funds holding VTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

FLC Capital Advisors's VTEC Position: Q2 2026 in Review

FLC Capital Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 8.9% in Q2 2026, buying an estimated $232K and bringing the position to 28,339 shares worth $2.85M. The position accounts for 0.46% of the portfolio, ranked #41.

FLC Capital Advisors first reported a position in VTEC in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

FLC Capital Advisors held 28,339 shares of Vanguard California Tax-Exempt Bond ETF worth $2.85M as of Q2 2026.
FLC Capital Advisors bought 2,324 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $232K.
Vanguard California Tax-Exempt Bond ETF made up 0.46% of FLC Capital Advisors's portfolio in Q2 2026, its #41 holding.
FLC Capital Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.