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

M Wealth Management LLC’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	$401K	Buy	+3,989	New	+$398K	0.32%	44

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

M Wealth Management LLC's VTEC Position: Q2 2026 in Review

M Wealth Management LLC opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 3,989 shares worth $401K. The stake represents 0.32% of the portfolio and ranks #44 among its holdings.

212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

M Wealth Management LLC held 3,989 shares of Vanguard California Tax-Exempt Bond ETF worth $401K as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new M Wealth Management LLC position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.32% of M Wealth Management LLC's portfolio in Q2 2026, its #44 holding.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.