Morgan Stanley
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Morgan Stanley’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Morgan Stanley’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 		$22.1M Buy
219,452
+215,987
+6,233% +$21.6M ﹤0.01% 3008
2026
Q1 		$343K Buy
3,465
+1,491
+76% +$150K ﹤0.01% 5652
2025
Q4 		$198K Buy
1,974
+135
+7% +$13.5K ﹤0.01% 5940
2025
Q3 		$183K Sell
1,839
-103
-5% -$10.1K ﹤0.01% 5925
2025
Q2 		$190K Buy
+1,942
New +$188K ﹤0.01% 5869
2025
Q1 		– Sell
-33
Closed -$3.29K – 8233
2024
Q4 		$3.29K Buy
+33
New +$3.31K ﹤0.01% 7102

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
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
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Morgan Stanley's VTEC Position: Q2 2026 in Review

Morgan Stanley increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 6,233% in Q2 2026, buying an estimated $21.6M and bringing the position to 219,452 shares worth $22.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Morgan Stanley first reported a position in VTEC in Q4 2024 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Morgan Stanley held 219,452 shares of Vanguard California Tax-Exempt Bond ETF worth $22.1M as of Q2 2026.
  • Morgan Stanley bought 215,987 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $21.6M.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3008 holding.
  • Morgan Stanley first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.