IAIM
VTEC icon

International Assets Investment Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

International Assets Investment 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 		$552K Hold
5,500
– – 0.03% 446
2026
Q1 		$545K Buy
5,500
+2,500
+83% +$252K 0.04% 421
2025
Q4 		$301K Buy
+3,000
New +$301K 0.02% 637

Other funds holding VTEC

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

International Assets Investment Management's VTEC Position: Q2 2026 in Review

International Assets Investment Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 5,500 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #446.

International Assets Investment Management first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • International Assets Investment Management held 5,500 shares of Vanguard California Tax-Exempt Bond ETF worth $552K as of Q2 2026.
  • International Assets Investment Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #446 holding.
  • International Assets Investment Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.