LPL Financial
VTEC icon

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

LPL Financial’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
Q1 		$18.6M Buy
187,339
+82,095
+78% +$8.26M ﹤0.01% 1520
2025
Q4 		$10.6M Buy
105,244
+19,866
+23% +$1.99M ﹤0.01% 1886
2025
Q3 		$8.52M Buy
85,378
+20,745
+32% +$2.03M ﹤0.01% 2021
2025
Q2 		$6.31M Buy
64,633
+55,754
+628% +$5.41M ﹤0.01% 2128
2025
Q1 		$874K Buy
8,879
+1,041
+13% +$103K ﹤0.01% 3673
2024
Q4 		$780K Buy
7,838
+3,136
+67% +$315K ﹤0.01% 3707
2024
Q3 		$477K Buy
+4,702
New +$472K ﹤0.01% 4031

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

LPL Financial's VTEC Position: Q1 2026 in Review

LPL Financial increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 78% in Q1 2026, buying an estimated $8.26M and bringing the position to 187,339 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

LPL Financial first reported a position in VTEC in Q3 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • LPL Financial held 187,339 shares of Vanguard California Tax-Exempt Bond ETF worth $18.6M as of Q1 2026.
  • LPL Financial bought 82,095 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $8.26M.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1520 holding.
  • LPL Financial first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.