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Optima Capital’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Optima Capital’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 		$292K Buy
2,904
+452
+18% +$45.1K 0.12% 133
2026
Q1 		$243K Buy
2,452
+1
+0% +$101 0.11% 143
2025
Q4 		$246K Buy
+2,451
New +$246K 0.11% 139

Other funds holding VTEC

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
NL
NDWM LLC La Jolla, California $170M AUM 17.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FCA
FLC Capital Advisors Palm Desert, California $622M AUM 22.85% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Optima Capital's VTEC Position: Q2 2026 in Review

Optima Capital increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 18% in Q2 2026, buying an estimated $45.1K and bringing the position to 2,904 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #133.

Optima Capital first reported a position in VTEC in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • Optima Capital held 2,904 shares of Vanguard California Tax-Exempt Bond ETF worth $292K as of Q2 2026.
  • Optima Capital bought 452 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $45.1K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.12% of Optima Capital's portfolio in Q2 2026, its #133 holding.
  • Optima Capital first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.