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 Q3	$3.62M	Buy	38,344 +2,974	+8%	+$292K	0.95%	14
2026 Q2	$3.56M	Sell	35,370 -10,277	-23%	-$1.03M	0.83%	15
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

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Luminvest Wealth Management's VTEC Position: Q3 2026 in Review

Luminvest Wealth Management increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 8.4% in Q3 2026, buying an estimated $292K and bringing the position to 38,344 shares worth $3.62M. The position accounts for 0.95% of the portfolio, ranked #14.

Luminvest Wealth Management first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.52M in Q1 2026. 72 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

Luminvest Wealth Management held 38,344 shares of Vanguard California Tax-Exempt Bond ETF worth $3.62M as of Q3 2026.
Luminvest Wealth Management bought 2,974 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $292K.
Vanguard California Tax-Exempt Bond ETF made up 0.95% of Luminvest Wealth Management's portfolio in Q3 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 7 quarters since.
Luminvest Wealth Management's Vanguard California Tax-Exempt Bond ETF position peaked at $4.52M in Q1 2026.
72 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.