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

NewEdge 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
2025
Q3 		– Sell
-3,363
Closed -$328K – 4267
2025
Q2 		$328K Hold
3,363
– – ﹤0.01% 1965
2025
Q1 		$331K Hold
3,363
– – ﹤0.01% 1832
2024
Q4 		$335K Buy
3,363
+518
+18% +$52K ﹤0.01% 1820
2024
Q3 		$288K Hold
2,845
– – ﹤0.01% 1829
2024
Q2 		$283K Buy
+2,845
New +$282K ﹤0.01% 1753

Other funds holding VTEC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

NewEdge Advisors's VTEC Position: Q3 2025 in Review

NewEdge Advisors sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q3 2025, closing a stake of 3,363 shares — an estimated $328K sold.

NewEdge Advisors first reported a position in VTEC in Q2 2024 and held it in 5 quarters. The position peaked at $335K in Q4 2024. 122 funds tracked by Wall St. Rank hold VTEC as of Q3 2025.

  • NewEdge Advisors reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 3,363 Vanguard California Tax-Exempt Bond ETF shares in Q3 2025, an estimated $328K.
  • NewEdge Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and held it in 5 quarters.
  • NewEdge Advisors's Vanguard California Tax-Exempt Bond ETF position peaked at $335K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.