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Focus Partners Advisor Solutions’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Focus Partners Advisor Solutions’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 		$1.5M Sell
14,934
-9,800
-40% -$978K 0.01% 434
2026
Q1 		$2.45M Buy
+24,734
New +$2.49M 0.02% 310
2025
Q3 		– Sell
-39,000
Closed -$3.81M – 1307
2025
Q2 		$3.81M Buy
+39,000
New +$3.78M 0.05% 168

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Focus Partners Advisor Solutions's VTEC Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 40% in Q2 2026, selling an estimated $978K and leaving 14,934 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #434.

Focus Partners Advisor Solutions first reported a position in VTEC in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.81M in Q2 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Focus Partners Advisor Solutions held 14,934 shares of Vanguard California Tax-Exempt Bond ETF worth $1.5M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 9,800 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $978K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #434 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Focus Partners Advisor Solutions's Vanguard California Tax-Exempt Bond ETF position peaked at $3.81M in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.