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 Q2	$249K	Buy	2,475 +12	+0.5%	+$1.2K	﹤0.01%	751
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 $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 $4.18B AUM 18.65% 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

Moneta Group Investment Advisors's VTEC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 0.49% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,475 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Moneta Group Investment Advisors first reported a position in VTEC in Q3 2024 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Moneta Group Investment Advisors held 2,475 shares of Vanguard California Tax-Exempt Bond ETF worth $249K as of Q2 2026.
Moneta Group Investment Advisors bought 12 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $1.2K.
Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #751 holding.
Moneta Group Investment Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.