Jones Financial Companies
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Jones Financial Companies’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Jones Financial Companies’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 		$8.61M Buy
85,654
+25,819
+43% +$2.58M ﹤0.01% 975
2026
Q1 		$5.9M Buy
59,835
+20,086
+51% +$2.02M ﹤0.01% 1017
2025
Q4 		$3.99M Buy
39,749
+13,278
+50% +$1.33M ﹤0.01% 705
2025
Q3 		$2.63M Buy
26,471
+8,283
+46% +$810K ﹤0.01% 776
2025
Q2 		$1.77M Buy
18,188
+8,010
+79% +$777K ﹤0.01% 791
2025
Q1 		$1M Buy
10,178
+6,581
+183% +$654K ﹤0.01% 861
2024
Q4 		$358K Buy
+3,597
New +$361K ﹤0.01% 1125

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

Jones Financial Companies's VTEC Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 43% in Q2 2026, buying an estimated $2.58M and bringing the position to 85,654 shares worth $8.61M. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Jones Financial Companies first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Jones Financial Companies held 85,654 shares of Vanguard California Tax-Exempt Bond ETF worth $8.61M as of Q2 2026.
  • Jones Financial Companies bought 25,819 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $2.58M.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #975 holding.
  • Jones Financial Companies first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.