MWS
VTEC icon

MFA Wealth Services’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

MFA Wealth Services’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
Q1 		$284K Buy
2,866
+454
+19% +$45.7K 0.19% 106
2025
Q4 		$242K Buy
2,412
+343
+17% +$34.4K 0.16% 108
2025
Q3 		$206K Buy
+2,069
New +$202K 0.14% 119

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

MFA Wealth Services's VTEC Position: Q1 2026 in Review

MFA Wealth Services increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 19% in Q1 2026, buying an estimated $45.7K and bringing the position to 2,866 shares worth $284K. The position accounts for 0.19% of the portfolio, ranked #106.

MFA Wealth Services first reported a position in VTEC in Q3 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • MFA Wealth Services held 2,866 shares of Vanguard California Tax-Exempt Bond ETF worth $284K as of Q1 2026.
  • MFA Wealth Services bought 454 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $45.7K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.19% of MFA Wealth Services's portfolio in Q1 2026, its #106 holding.
  • MFA Wealth Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on MFA Wealth Services's 13F filing for Q1 2026, filed 22 Apr 2026.