JWCA
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J.W. Cole Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

J.W. Cole Advisors’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 		– Sell
-5,000
Closed -$501K – 1504
2025
Q4 		$501K Hold
5,000
– – 0.01% 904
2025
Q3 		$499K Buy
+5,000
New +$489K 0.01% 985

Other funds holding VTEC

Charles Schwab
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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

J.W. Cole Advisors's VTEC Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2026, closing a stake of 5,000 shares — an estimated $501K sold.

J.W. Cole Advisors first reported a position in VTEC in Q3 2025 and held it in 2 quarters. The position peaked at $501K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,000 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $501K.
  • J.W. Cole Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $501K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.