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Parallel Advisors’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Parallel Advisors’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 		$272K Buy
2,745
+1,745
+175% +$176K ﹤0.01% 995
2025
Q4 		$100K Buy
+1,000
New +$100K ﹤0.01% 1466

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 $8.53B AUM 21.43% 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

Parallel Advisors's VTEC Position: Q1 2026 in Review

Parallel Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 175% in Q1 2026, buying an estimated $176K and bringing the position to 2,745 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Parallel Advisors first reported a position in VTEC in Q4 2025 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold VTEC as of Q1 2026.

  • Parallel Advisors held 2,745 shares of Vanguard California Tax-Exempt Bond ETF worth $272K as of Q1 2026.
  • Parallel Advisors bought 1,745 Vanguard California Tax-Exempt Bond ETF shares in Q1 2026, an estimated $176K.
  • Vanguard California Tax-Exempt Bond ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #995 holding.
  • Parallel Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.