Golden State Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Golden State Wealth 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	$70.9K	Hold	705	–	–	0.01%	649
2026 Q1	$69.9K	Hold	705	–	–	0.01%	598
2025 Q4	$70.7K	Buy	705 +200	+40%	+$20K	0.01%	604
2025 Q3	$50.4K	Hold	505	–	–	0.01%	677
2025 Q2	$49.3K	Hold	505	–	–	0.01%	648
2025 Q1	$49.7K	Hold	505	–	–	0.01%	598
2024 Q4	$50.3K	Buy	+505	New	+$50.7K	0.01%	574

Other funds holding VTEC

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Golden State Wealth Management's VTEC Position: Q2 2026 in Review

Golden State Wealth Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 705 shares worth $70.9K. The position accounts for 0.01% of the portfolio, ranked #649.

Golden State Wealth Management first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Golden State Wealth Management held 705 shares of Vanguard California Tax-Exempt Bond ETF worth $70.9K as of Q2 2026.
Golden State Wealth Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #649 holding.
Golden State Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.