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

JDM 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
2025
Q1 		– Sell
-1,216
Closed -$121K – 346
2024
Q4 		$121K Sell
1,216
-1,815
-60% -$182K 0.06% 55
2024
Q3 		$307K Hold
3,031
– – 0.17% 42
2024
Q2 		$301K Buy
+3,031
New +$301K 0.2% 38

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JDM Financial Group's VTEC Position: Q1 2025 in Review

JDM Financial Group sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q1 2025, closing a stake of 1,216 shares — an estimated $121K sold.

JDM Financial Group first reported a position in VTEC in Q2 2024 and held it in 3 quarters. The position peaked at $307K in Q3 2024. 63 funds tracked by Wall St. Rank hold VTEC as of Q1 2025.

  • JDM Financial Group reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 1,216 Vanguard California Tax-Exempt Bond ETF shares in Q1 2025, an estimated $121K.
  • JDM Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and held it in 3 quarters.
  • JDM Financial Group's Vanguard California Tax-Exempt Bond ETF position peaked at $307K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.