FFS
VTEC icon

Founders Financial Securities’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Founders Financial Securities’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 		$235K Sell
2,357
-75
-3% -$7.55K 0.01% 491
2025
Q4 		$244K Buy
2,432
+15
+0.6% +$1.5K 0.01% 516
2025
Q3 		$241K Buy
+2,417
New +$236K 0.02% 452

Other funds holding VTEC

Charles Schwab
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
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
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Founders Financial Securities's VTEC Position: Q1 2026 in Review

Founders Financial Securities reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 3.1% in Q1 2026, selling an estimated $7.55K and leaving 2,357 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #491.

Founders Financial Securities first reported a position in VTEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $244K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Founders Financial Securities held 2,357 shares of Vanguard California Tax-Exempt Bond ETF worth $235K as of Q1 2026.
  • Founders Financial Securities sold 75 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $7.55K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Founders Financial Securities's portfolio in Q1 2026, its #491 holding.
  • Founders Financial Securities first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Founders Financial Securities's Vanguard California Tax-Exempt Bond ETF position peaked at $244K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.