Pinnacle Associates
VTEC icon

Pinnacle Associates’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Pinnacle Associates’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
Q3 		$573K Buy
6,075
+2,235
+58% +$219K 0.01% 647
2026
Q2 		$386K Hold
3,840
– – ﹤0.01% 756
2026
Q1 		$380K Buy
3,840
+35
+0.9% +$3.52K ﹤0.01% 723
2025
Q4 		$381K Buy
3,805
+1,005
+36% +$101K ﹤0.01% 719
2025
Q3 		$279K Buy
+2,800
New +$274K ﹤0.01% 768

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Wedmont Private Capital
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Pinnacle Associates's VTEC Position: Q3 2026 in Review

Pinnacle Associates increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 58% in Q3 2026, buying an estimated $219K and bringing the position to 6,075 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #647.

Pinnacle Associates first reported a position in VTEC in Q3 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Pinnacle Associates held 6,075 shares of Vanguard California Tax-Exempt Bond ETF worth $573K as of Q3 2026.
  • Pinnacle Associates bought 2,235 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $219K.
  • Vanguard California Tax-Exempt Bond ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #647 holding.
  • Pinnacle Associates first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.