Luminvest Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Luminvest Wealth Management’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	$4.52M	Buy	45,647 +31,272	+218%	+$3.15M	1.18%	14
2025 Q4	$1.44M	Buy	14,375 +2,303	+19%	+$231K	0.4%	19
2025 Q3	$1.2M	Buy	12,072 +168	+1%	+$16.4K	0.39%	21
2025 Q2	$1.16M	Buy	+11,904	New	+$1.16M	0.42%	20
2025 Q1	–	Sell	-3,717	Closed	-$370K	–	34
2024 Q4	$370K	Buy	+3,717	New	+$373K	0.15%	27

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Luminvest Wealth Management's VTEC Position: Q1 2026 in Review

Luminvest Wealth Management increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 218% in Q1 2026, buying an estimated $3.15M and bringing the position to 45,647 shares worth $4.52M. The position accounts for 1.18% of the portfolio, ranked #14.

Luminvest Wealth Management first reported a position in VTEC in Q4 2024 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Luminvest Wealth Management held 45,647 shares of Vanguard California Tax-Exempt Bond ETF worth $4.52M as of Q1 2026.
Luminvest Wealth Management bought 31,272 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $3.15M.
Vanguard California Tax-Exempt Bond ETF made up 1.18% of Luminvest Wealth Management's portfolio in Q1 2026, its #14 holding.
Luminvest Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 5 quarters since.
173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.