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

PFG 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
Q2 		$4.91M Buy
48,855
+1,118
+2% +$112K 0.25% 93
2026
Q1 		$4.73M Buy
47,737
+3,816
+9% +$384K 0.23% 106
2025
Q4 		$4.4M Buy
43,921
+713
+2% +$71.4K 0.21% 106
2025
Q3 		$4.31M Buy
+43,208
New +$4.23M 0.18% 150
2025
Q2 		– Sell
-39,657
Closed -$3.9M – 791
2025
Q1 		$3.9M Buy
39,657
+13,126
+49% +$1.3M 0.22% 118
2024
Q4 		$2.64M Buy
+26,531
New +$2.66M 0.16% 153

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
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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

PFG Advisors's VTEC Position: Q2 2026 in Review

PFG Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 2.3% in Q2 2026, buying an estimated $112K and bringing the position to 48,855 shares worth $4.91M. The position accounts for 0.25% of the portfolio, ranked #93.

PFG Advisors first reported a position in VTEC in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

  • PFG Advisors held 48,855 shares of Vanguard California Tax-Exempt Bond ETF worth $4.91M as of Q2 2026.
  • PFG Advisors bought 1,118 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $112K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.25% of PFG Advisors's portfolio in Q2 2026, its #93 holding.
  • PFG Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.