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Graney & King’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Graney & King’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
Q1 		$19.9K Buy
201
+1
+0.5% +$101 0.01% 203
2025
Q4 		$20K Buy
+200
New +$20K 0.01% 198

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Graney & King's VTEC Position: Q1 2026 in Review

Graney & King increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.5% in Q1 2026, buying an estimated $101 and bringing the position to 201 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #203.

Graney & King first reported a position in VTEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $20K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Graney & King held 201 shares of Vanguard California Tax-Exempt Bond ETF worth $19.9K as of Q1 2026.
  • Graney & King bought 1 Vanguard California Tax-Exempt Bond ETF share in Q1 2026, an estimated $101.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Graney & King's portfolio in Q1 2026, its #203 holding.
  • Graney & King first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Graney & King's Vanguard California Tax-Exempt Bond ETF position peaked at $20K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.