Mercer Global Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Mercer Global Advisors’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	$343K	Buy	3,405 +558	+20%	+$55.7K	﹤0.01%	2663
2026 Q1	$282K	Hold	2,847	–	–	﹤0.01%	2500
2025 Q4	$285K	Sell	2,847 -1,267	-31%	-$127K	﹤0.01%	2274
2025 Q3	$410K	Buy	+4,114	New	+$403K	﹤0.01%	1880

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

Mercer Global Advisors's VTEC Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 20% in Q2 2026, buying an estimated $55.7K and bringing the position to 3,405 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Mercer Global Advisors first reported a position in VTEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q3 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Mercer Global Advisors held 3,405 shares of Vanguard California Tax-Exempt Bond ETF worth $343K as of Q2 2026.
Mercer Global Advisors bought 558 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $55.7K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2663 holding.
Mercer Global Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 4 quarters since.
Mercer Global Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $410K in Q3 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.