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

Larson 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
2026 Q2	$101K	Hold	1,000	–	–	﹤0.01%	1177
2026 Q1	$99.1K	Hold	1,000	–	–	﹤0.01%	1003
2025 Q4	$100K	Hold	1,000	–	–	﹤0.01%	929
2025 Q3	$99.8K	Hold	1,000	–	–	﹤0.01%	899
2025 Q2	$97.6K	Hold	1,000	–	–	﹤0.01%	857
2025 Q1	$98.4K	Hold	1,000	–	–	﹤0.01%	804
2024 Q4	$99.5K	Hold	1,000	–	–	0.01%	732
2024 Q3	$101K	Buy	+1,000	New	+$100K	0.01%	728

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

Larson Financial Group's VTEC Position: Q2 2026 in Review

Larson Financial Group held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 1,000 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Larson Financial Group first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $101K in Q3 2024. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Larson Financial Group held 1,000 shares of Vanguard California Tax-Exempt Bond ETF worth $101K as of Q2 2026.
Larson Financial Group left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1177 holding.
Larson Financial Group first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
Larson Financial Group's Vanguard California Tax-Exempt Bond ETF position peaked at $101K in Q3 2024.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

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