Moneta Group Investment Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Moneta Group Investment 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 Q1	$244K	Hold	2,463	–	–	﹤0.01%	703
2025 Q4	$247K	Hold	2,463	–	–	﹤0.01%	697
2025 Q3	$246K	Buy	+2,463	New	+$241K	﹤0.01%	684
2025 Q1	–	Sell	-2,284	Closed	-$227K	–	707
2024 Q4	$227K	Hold	2,284	–	–	﹤0.01%	599
2024 Q3	$232K	Buy	+2,284	New	+$230K	﹤0.01%	585

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Moneta Group Investment Advisors's VTEC Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q1 2026 at 2,463 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Moneta Group Investment Advisors first reported a position in VTEC in Q3 2024 and has held it in 5 quarters since. The position peaked at $247K in Q4 2025. 174 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

Moneta Group Investment Advisors held 2,463 shares of Vanguard California Tax-Exempt Bond ETF worth $244K as of Q1 2026.
Moneta Group Investment Advisors left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q1 2026.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #703 holding.
Moneta Group Investment Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 5 quarters since.
Moneta Group Investment Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $247K in Q4 2025.
174 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.