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Fort Point Capital Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Fort Point Capital Partners’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 		$4.19M Buy
41,652
+16,492
+66% +$1.65M 0.29% 49
2026
Q1 		$2.49M Buy
25,160
+748
+3% +$75.3K 0.3% 54
2025
Q4 		$2.46M Buy
24,412
+6,853
+39% +$687K 0.28% 60
2025
Q3 		$1.75M Sell
17,559
-919
-5% -$89.9K 0.21% 78
2025
Q2 		$1.8M Buy
18,478
+1,030
+6% +$99.9K 0.13% 97
2025
Q1 		$1.72M Buy
17,448
+87
+0.5% +$8.64K 0.19% 91
2024
Q4 		$1.73M Buy
17,361
+143
+0.8% +$14.4K 0.19% 89
2024
Q3 		$1.75M Buy
+17,218
New +$1.73M 0.22% 76

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

Fort Point Capital Partners's VTEC Position: Q2 2026 in Review

Fort Point Capital Partners increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 66% in Q2 2026, buying an estimated $1.65M and bringing the position to 41,652 shares worth $4.19M. The position accounts for 0.29% of the portfolio, ranked #49.

Fort Point Capital Partners first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Fort Point Capital Partners held 41,652 shares of Vanguard California Tax-Exempt Bond ETF worth $4.19M as of Q2 2026.
  • Fort Point Capital Partners bought 16,492 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.65M.
  • Vanguard California Tax-Exempt Bond ETF made up 0.29% of Fort Point Capital Partners's portfolio in Q2 2026, its #49 holding.
  • Fort Point Capital Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.