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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
Q3 		$296K Buy
3,142
+264
+9% +$25.9K 0.18% 114
2026
Q2 		$290K Buy
2,878
+12
+0.4% +$1.2K 0.17% 114
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

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $273M AUM 14.87% 1-Year Est. Return

MFA Wealth Services's VTEC Position: Q3 2026 in Review

MFA Wealth Services increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 9.2% in Q3 2026, buying an estimated $25.9K and bringing the position to 3,142 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #114.

MFA Wealth Services first reported a position in VTEC in Q3 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • MFA Wealth Services held 3,142 shares of Vanguard California Tax-Exempt Bond ETF worth $296K as of Q3 2026.
  • MFA Wealth Services bought 264 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $25.9K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.18% of MFA Wealth Services's portfolio in Q3 2026, its #114 holding.
  • MFA Wealth Services first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.