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

Meridian 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 Q2	$1.18M	Hold	11,725	–	–	0.04%	355
2026 Q1	$1.16M	Hold	11,725	–	–	0.04%	328
2025 Q4	$1.18M	Hold	11,725	–	–	0.04%	322
2025 Q3	$1.17M	Buy	11,725 +6,350	+118%	+$621K	0.04%	302
2025 Q2	$525K	Buy	5,375 +470	+10%	+$45.6K	0.02%	434
2025 Q1	$483K	Hold	4,905	–	–	0.02%	416
2024 Q4	$488K	Buy	4,905 +350	+8%	+$35.1K	0.02%	416
2024 Q3	$462K	Buy	+4,555	New	+$458K	0.02%	420

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

Meridian Wealth Management's VTEC Position: Q2 2026 in Review

Meridian Wealth Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q2 2026 at 11,725 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #355.

Meridian Wealth Management first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Meridian Wealth Management held 11,725 shares of Vanguard California Tax-Exempt Bond ETF worth $1.18M as of Q2 2026.
Meridian Wealth Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q2 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #355 holding.
Meridian Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.