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 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 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

Fort Point Capital Partners's VTEC Position: Q1 2026 in Review

Fort Point Capital Partners increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 3.1% in Q1 2026, buying an estimated $75.3K and bringing the position to 25,160 shares worth $2.49M. The position accounts for 0.3% of the portfolio, ranked #54.

Fort Point Capital Partners first reported a position in VTEC in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Fort Point Capital Partners held 25,160 shares of Vanguard California Tax-Exempt Bond ETF worth $2.49M as of Q1 2026.
Fort Point Capital Partners bought 748 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $75.3K.
Vanguard California Tax-Exempt Bond ETF made up 0.3% of Fort Point Capital Partners's portfolio in Q1 2026, its #54 holding.
Fort Point Capital Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.