Keystone Wealth Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Keystone Wealth Services’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	$425K	Sell	4,227 -1,473	-26%	-$147K	0.08%	219
2026 Q1	$565K	Buy	5,700 +21	+0.4%	+$2.11K	0.12%	180
2025 Q4	$569K	Buy	5,679 +44	+0.8%	+$4.41K	0.12%	136
2025 Q3	$562K	Buy	5,635 +135	+2%	+$13.2K	0.12%	171
2025 Q2	$537K	Sell	5,500 -147	-3%	-$14.3K	0.13%	168
2025 Q1	$556K	Buy	5,647 +1,892	+50%	+$188K	0.15%	139
2024 Q4	$374K	Buy	3,755 +225	+6%	+$22.6K	0.1%	178
2024 Q3	$358K	Buy	3,530 +15	+0.4%	+$1.51K	0.1%	182
2024 Q2	$349K	Buy	+3,515	New	+$349K	0.11%	164

Other funds holding VTEC

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Keystone Wealth Services's VTEC Position: Q2 2026 in Review

Keystone Wealth Services reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 26% in Q2 2026, selling an estimated $147K and leaving 4,227 shares worth $425K. The position accounts for 0.08% of the portfolio, ranked #219.

Keystone Wealth Services first reported a position in VTEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $569K in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Keystone Wealth Services held 4,227 shares of Vanguard California Tax-Exempt Bond ETF worth $425K as of Q2 2026.
Keystone Wealth Services sold 1,473 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $147K.
Vanguard California Tax-Exempt Bond ETF made up 0.08% of Keystone Wealth Services's portfolio in Q2 2026, its #219 holding.
Keystone Wealth Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and has held it in 9 quarters since.
Keystone Wealth Services's Vanguard California Tax-Exempt Bond ETF position peaked at $569K in Q4 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.