Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Northwestern Mutual 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 		$709K Sell
7,051
-3,978
-36% -$397K ﹤0.01% 1536
2026
Q1 		$1.09M Sell
11,029
-2,117
-16% -$213K ﹤0.01% 1302
2025
Q4 		$1.32M Buy
13,146
+6,098
+87% +$611K ﹤0.01% 1202
2025
Q3 		$703K Buy
7,048
+4,649
+194% +$455K ﹤0.01% 1349
2025
Q2 		$234K Buy
+2,399
New +$233K ﹤0.01% 1670

Other funds holding VTEC

Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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

Northwestern Mutual Wealth Management's VTEC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 36% in Q2 2026, selling an estimated $397K and leaving 7,051 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Northwestern Mutual Wealth Management first reported a position in VTEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Northwestern Mutual Wealth Management held 7,051 shares of Vanguard California Tax-Exempt Bond ETF worth $709K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 3,978 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $397K.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1536 holding.
  • Northwestern Mutual Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Northwestern Mutual Wealth Management's Vanguard California Tax-Exempt Bond ETF position peaked at $1.32M in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.