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 Q2	$19.1M	Buy	189,536 +2,197	+1%	+$219K	﹤0.01%	1603
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 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

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

LPL Financial's VTEC Position: Q2 2026 in Review

LPL Financial increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 1.2% in Q2 2026, buying an estimated $219K and bringing the position to 189,536 shares worth $19.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

LPL Financial first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

LPL Financial held 189,536 shares of Vanguard California Tax-Exempt Bond ETF worth $19.1M as of Q2 2026.
LPL Financial bought 2,197 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $219K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1603 holding.
LPL Financial first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.