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Gerber Kawasaki Wealth & Investment Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$235K Sell
2,338
-236
-9% -$23.6K 0.01% 334
2026
Q1 		$255K Buy
+2,574
New +$259K 0.01% 304

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

Gerber Kawasaki Wealth & Investment Management's VTEC Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 9.2% in Q2 2026, selling an estimated $23.6K and leaving 2,338 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #334.

Gerber Kawasaki Wealth & Investment Management first reported a position in VTEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $255K in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,338 shares of Vanguard California Tax-Exempt Bond ETF worth $235K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 236 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #334 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard California Tax-Exempt Bond ETF position peaked at $255K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.