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 Q2	$1.13M	Buy	11,276 +2,954	+35%	+$295K	0.46%	34
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 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

North Berkeley Wealth Management's VTEC Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 35% in Q2 2026, buying an estimated $295K and bringing the position to 11,276 shares worth $1.13M. The position accounts for 0.46% of the portfolio, ranked #34.

North Berkeley Wealth Management first reported a position in VTEC in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

North Berkeley Wealth Management held 11,276 shares of Vanguard California Tax-Exempt Bond ETF worth $1.13M as of Q2 2026.
North Berkeley Wealth Management bought 2,954 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $295K.
Vanguard California Tax-Exempt Bond ETF made up 0.46% of North Berkeley Wealth Management's portfolio in Q2 2026, its #34 holding.
North Berkeley Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.