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IEQ Capital’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

IEQ Capital’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 		$455K Hold
4,594
– – ﹤0.01% 1348
2025
Q4 		$461K Hold
4,594
– – ﹤0.01% 1373
2025
Q3 		$458K Buy
+4,594
New +$450K ﹤0.01% 1342

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 $8.53B AUM 21.43% 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

IEQ Capital's VTEC Position: Q1 2026 in Review

IEQ Capital held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q1 2026 at 4,594 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

IEQ Capital first reported a position in VTEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $461K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • IEQ Capital held 4,594 shares of Vanguard California Tax-Exempt Bond ETF worth $455K as of Q1 2026.
  • IEQ Capital left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1348 holding.
  • IEQ Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • IEQ Capital's Vanguard California Tax-Exempt Bond ETF position peaked at $461K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.