Nautilus Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Nautilus 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	–	Sell	-3,452	Closed	-$342K	–	184
2026 Q1	$342K	Buy	3,452 +3	+0.1%	+$302	0.23%	110
2025 Q4	$346K	Sell	3,449 -527	-13%	-$52.8K	0.23%	115
2025 Q3	$397K	Sell	3,976 -365	-8%	-$35.7K	0.27%	107
2025 Q2	$424K	Buy	4,341 +101	+2%	+$9.8K	0.31%	88
2025 Q1	$417K	Buy	4,240 +225	+6%	+$22.3K	0.34%	79
2024 Q4	$400K	Buy	+4,015	New	+$403K	0.32%	84

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 $3.65B AUM 26.64% 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

Nautilus Advisors's VTEC Position: Q2 2026 in Review

Nautilus Advisors sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2026, closing a stake of 3,452 shares — an estimated $342K sold.

Nautilus Advisors first reported a position in VTEC in Q4 2024 and held it in 6 quarters. The position peaked at $424K in Q2 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Nautilus Advisors reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2026 after selling out during the quarter.
Nautilus Advisors sold 3,452 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $342K.
Nautilus Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and held it in 6 quarters.
Nautilus Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $424K in Q2 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.