Martin Worley Group’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Martin Worley Group’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
2025 Q2	$286K	Buy	+2,935	New	+$285K	0.14%	77

Other funds holding VTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Martin Worley Group's VTEC Position: Q2 2025 in Review

Martin Worley Group opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2025: 2,935 shares worth $286K. The stake represents 0.14% of the portfolio and ranks #77 among its holdings.

80 funds tracked by Wall St. Rank hold VTEC as of Q2 2025.

Martin Worley Group held 2,935 shares of Vanguard California Tax-Exempt Bond ETF worth $286K as of Q2 2025.
Vanguard California Tax-Exempt Bond ETF was a new Martin Worley Group position in Q2 2025.
Vanguard California Tax-Exempt Bond ETF made up 0.14% of Martin Worley Group's portfolio in Q2 2025, its #77 holding.
80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.