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

Opes 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
2025 Q2	–	Sell	-5,650	Closed	-$556K	–	151
2025 Q1	$556K	Hold	5,650	–	–	0.11%	84
2024 Q4	$562K	Hold	5,650	–	–	0.12%	76
2024 Q3	$573K	Hold	5,650	–	–	0.11%	75
2024 Q2	$562K	Buy	+5,650	New	+$561K	0.12%	77

Other funds holding VTEC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Opes Wealth Management's VTEC Position: Q2 2025 in Review

Opes Wealth Management sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q2 2025, closing a stake of 5,650 shares — an estimated $556K sold.

Opes Wealth Management first reported a position in VTEC in Q2 2024 and held it in 4 quarters. The position peaked at $573K in Q3 2024. 80 funds tracked by Wall St. Rank hold VTEC as of Q2 2025.

Opes Wealth Management reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q2 2025 after selling out during the quarter.
Opes Wealth Management sold 5,650 Vanguard California Tax-Exempt Bond ETF shares in Q2 2025, an estimated $556K.
Opes Wealth Management first reported a position in Vanguard California Tax-Exempt Bond ETF in Q2 2024 and held it in 4 quarters.
Opes Wealth Management's Vanguard California Tax-Exempt Bond ETF position peaked at $573K in Q3 2024.
80 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2025.

Based on Opes Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.