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HBW Advisory Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

HBW Advisory Services’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
2025
Q4 		– Sell
-2,293
Closed -$229K – 452
2025
Q3 		$229K Buy
+2,293
New +$224K 0.03% 379

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Cetera Investment Advisers
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Jane Street
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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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

HBW Advisory Services's VTEC Position: Q4 2025 in Review

HBW Advisory Services sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q4 2025, closing a stake of 2,293 shares — an estimated $229K sold.

HBW Advisory Services first reported a position in VTEC in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 146 funds tracked by Wall St. Rank hold VTEC as of Q4 2025.

  • HBW Advisory Services reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HBW Advisory Services sold 2,293 Vanguard California Tax-Exempt Bond ETF shares in Q4 2025, an estimated $229K.
  • HBW Advisory Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • HBW Advisory Services's Vanguard California Tax-Exempt Bond ETF position peaked at $229K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q4 2025.

Based on HBW Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.