Founders Financial Securities
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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
Q3 		$202K Buy
2,138
+9
+0.4% +$883 0.01% 566
2026
Q2 		$214K Sell
2,129
-228
-10% -$22.8K 0.01% 524
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

Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manhattan West Asset Management
Manhattan West Asset Management Los Angeles, California $606M AUM 13.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Brio Consultants
Brio Consultants San Francisco, California $872M AUM 9.56% 1-Year Est. Return

Founders Financial Securities's VTEC Position: Q3 2026 in Review

Founders Financial Securities increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.42% in Q3 2026, buying an estimated $883 and bringing the position to 2,138 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #566.

Founders Financial Securities first reported a position in VTEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 210 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Founders Financial Securities held 2,138 shares of Vanguard California Tax-Exempt Bond ETF worth $202K as of Q3 2026.
  • Founders Financial Securities bought 9 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $883.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Founders Financial Securities's portfolio in Q3 2026, its #566 holding.
  • Founders Financial Securities first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • Founders Financial Securities's Vanguard California Tax-Exempt Bond ETF position peaked at $244K in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.