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North Berkeley Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

North Berkeley Wealth Management’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
Q1 		$825K Hold
8,322
– – 0.44% 35
2025
Q4 		$834K Hold
8,322
– – 0.49% 31
2025
Q3 		$830K Hold
8,322
– – 0.66% 25
2025
Q2 		$812K Hold
8,322
– – 0.75% 25
2025
Q1 		$819K Hold
8,322
– – 0.85% 22
2024
Q4 		$828K Buy
+8,322
New +$835K 0.84% 20

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

North Berkeley Wealth Management's VTEC Position: Q1 2026 in Review

North Berkeley Wealth Management held its Vanguard California Tax-Exempt Bond ETF (VTEC) position steady in Q1 2026 at 8,322 shares worth $825K. The position accounts for 0.44% of the portfolio, ranked #35.

North Berkeley Wealth Management first reported a position in VTEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $834K in Q4 2025. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • North Berkeley Wealth Management held 8,322 shares of Vanguard California Tax-Exempt Bond ETF worth $825K as of Q1 2026.
  • North Berkeley Wealth Management left its Vanguard California Tax-Exempt Bond ETF share count unchanged in Q1 2026.
  • Vanguard California Tax-Exempt Bond ETF made up 0.44% of North Berkeley Wealth Management's portfolio in Q1 2026, its #35 holding.
  • North Berkeley Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • North Berkeley Wealth Management's Vanguard California Tax-Exempt Bond ETF position peaked at $834K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.