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Independent Financial Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Independent Financial 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
Q2 		$534K Sell
5,306
-1,120
-17% -$112K 0.01% 971
2026
Q1 		$637K Sell
6,426
-1,846
-22% -$186K 0.01% 810
2025
Q4 		$829K Hold
8,272
– – 0.02% 694
2025
Q3 		$825K Buy
+8,272
New +$809K 0.02% 667

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 $3.65B AUM 26.64% 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

Independent Financial Group's VTEC Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 17% in Q2 2026, selling an estimated $112K and leaving 5,306 shares worth $534K. The position accounts for 0.01% of the portfolio, ranked #971.

Independent Financial Group first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $829K in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Independent Financial Group held 5,306 shares of Vanguard California Tax-Exempt Bond ETF worth $534K as of Q2 2026.
  • Independent Financial Group sold 1,120 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $112K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #971 holding.
  • Independent Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Vanguard California Tax-Exempt Bond ETF position peaked at $829K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.