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Geometric Wealth Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Geometric Wealth 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
Q2 		$1.08M Buy
10,780
+83
+0.8% +$8.29K 0.12% 29
2026
Q1 		$1.06M Buy
10,697
+54
+0.5% +$5.43K 0.13% 28
2025
Q4 		$1.07M Buy
10,643
+114
+1% +$11.4K 0.14% 28
2025
Q3 		$1.05M Buy
+10,529
New +$1.03M 0.14% 28

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

Geometric Wealth Advisors's VTEC Position: Q2 2026 in Review

Geometric Wealth Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.78% in Q2 2026, buying an estimated $8.29K and bringing the position to 10,780 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #29.

Geometric Wealth Advisors first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Geometric Wealth Advisors held 10,780 shares of Vanguard California Tax-Exempt Bond ETF worth $1.08M as of Q2 2026.
  • Geometric Wealth Advisors bought 83 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $8.29K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.12% of Geometric Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Geometric Wealth Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.