MAI Capital Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

MAI Capital 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 Q2	$9.6M	Buy	+95,428	New	+$9.53M	0.04%	353

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

MAI Capital Management's VTEC Position: Q2 2026 in Review

MAI Capital Management opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026: 95,428 shares worth $9.6M. The stake represents 0.04% of the portfolio and ranks #353 among its holdings.

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

MAI Capital Management held 95,428 shares of Vanguard California Tax-Exempt Bond ETF worth $9.6M as of Q2 2026.
Vanguard California Tax-Exempt Bond ETF was a new MAI Capital Management position in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #353 holding.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.