Mission Wealth Management
VTEC icon

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

Mission 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
Q3 		$5.09M Buy
+53,949
New +$5.29M 0.08% 144

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
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
LWM
Luminvest Wealth Management Scottsdale, Arizona $380M AUM 9.63% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management's VTEC Position: Q3 2026 in Review

Mission Wealth Management opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 53,949 shares worth $5.09M. The stake represents 0.08% of the portfolio and ranks #144 among its holdings.

46 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Mission Wealth Management held 53,949 shares of Vanguard California Tax-Exempt Bond ETF worth $5.09M as of Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF was a new Mission Wealth Management position in Q3 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.08% of Mission Wealth Management's portfolio in Q3 2026, its #144 holding.
  • 46 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.