Hurlow Wealth Management Group
VTEC icon

Hurlow Wealth Management Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Hurlow Wealth Management Group’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
Q3 		$355K Buy
3,767
+102
+3% +$10K 0.07% 85
2026
Q2 		$369K Buy
3,665
+250
+7% +$25K 0.08% 83
2026
Q1 		$338K Buy
3,415
+305
+10% +$30.7K 0.08% 85
2025
Q4 		$312K Buy
3,110
+99
+3% +$9.9K 0.08% 94
2025
Q3 		$300K Hold
3,011
– – 0.08% 91
2025
Q2 		$294K Buy
+3,011
New +$292K 0.08% 95

Other funds holding VTEC

Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Manhattan West Asset Management
Manhattan West Asset Management Los Angeles, California $606M AUM 13.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Brio Consultants
Brio Consultants San Francisco, California $872M AUM 9.56% 1-Year Est. Return

Hurlow Wealth Management Group's VTEC Position: Q3 2026 in Review

Hurlow Wealth Management Group increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 2.8% in Q3 2026, buying an estimated $10K and bringing the position to 3,767 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #85.

Hurlow Wealth Management Group first reported a position in VTEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $369K in Q2 2026. 210 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Hurlow Wealth Management Group held 3,767 shares of Vanguard California Tax-Exempt Bond ETF worth $355K as of Q3 2026.
  • Hurlow Wealth Management Group bought 102 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $10K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.07% of Hurlow Wealth Management Group's portfolio in Q3 2026, its #85 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • Hurlow Wealth Management Group's Vanguard California Tax-Exempt Bond ETF position peaked at $369K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2026, filed 29 Oct 2026.