Navalign LLC’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Navalign LLC’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	$1.91M	Buy	+20,298	New	+$1.99M	0.44%	36

Other funds holding VTEC

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Navalign LLC's VTEC Position: Q3 2026 in Review

Navalign LLC opened a new position in Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2026: 20,298 shares worth $1.91M. The stake represents 0.44% of the portfolio and ranks #36 among its holdings.

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

Navalign LLC held 20,298 shares of Vanguard California Tax-Exempt Bond ETF worth $1.91M as of Q3 2026.
Vanguard California Tax-Exempt Bond ETF was a new Navalign LLC position in Q3 2026.
Vanguard California Tax-Exempt Bond ETF made up 0.44% of Navalign LLC's portfolio in Q3 2026, its #36 holding.
155 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.