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Integrated Wealth Concepts’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Integrated Wealth Concepts’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 		$539K Buy
+5,436
New +$547K ﹤0.01% 1493
2025
Q4 		– Sell
-4,581
Closed -$457K – 2062
2025
Q3 		$457K Buy
+4,581
New +$448K ﹤0.01% 1399

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 $7.29B AUM 16.22% 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

Integrated Wealth Concepts's VTEC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2026: 5,436 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in VTEC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in VTEC in Q3 2025 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Integrated Wealth Concepts held 5,436 shares of Vanguard California Tax-Exempt Bond ETF worth $539K as of Q1 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1493 holding.
  • Integrated Wealth Concepts first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.