JWCA
VTEC icon

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
Q2 		$503K Buy
+5,000
New +$499K 0.01% 1003
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
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

J.W. Cole Advisors's VTEC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 5,000 shares worth $503K. The stake represents 0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VTEC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VTEC in Q3 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • J.W. Cole Advisors held 5,000 shares of Vanguard California Tax-Exempt Bond ETF worth $503K as of Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1003 holding.
  • J.W. Cole Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.