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Hennion & Walsh Asset Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Hennion & Walsh Asset 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 		$214K Buy
+2,129
New +$213K 0.01% 922

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 $4.18B AUM 18.65% 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

Hennion & Walsh Asset Management's VTEC Position: Q2 2026 in Review

Hennion & Walsh Asset Management opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 2,129 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #922 among its holdings.

212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Hennion & Walsh Asset Management held 2,129 shares of Vanguard California Tax-Exempt Bond ETF worth $214K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Hennion & Walsh Asset Management position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #922 holding.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.