Garrison Point Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Garrison Point Advisors’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	$843K	Buy	+8,945	New	+$878K	0.32%	78

Other funds holding VTEC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Garrison Point Advisors's VTEC Position: Q3 2026 in Review

Garrison Point Advisors opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 8,945 shares worth $843K. The stake represents 0.32% of the portfolio and ranks #78 among its holdings.

151 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Garrison Point Advisors held 8,945 shares of Vanguard California Tax-Exempt Bond ETF worth $843K as of Q3 2026.
Vanguard California Tax-Exempt Bond ETF was a new Garrison Point Advisors position in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.32% of Garrison Point Advisors's portfolio in Q3 2026, its #78 holding.
151 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Garrison Point Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.