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Principal Securities’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Principal Securities’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
Q4 		– Sell
-79
Closed -$7.88K – 3575
2025
Q3 		$7.88K Buy
+79
New +$7.73K ﹤0.01% 2808

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 $7.29B AUM 16.22% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Principal Securities's VTEC Position: Q4 2025 in Review

Principal Securities sold out of Vanguard California Tax-Exempt Bond ETF (VTEC) in Q4 2025, closing a stake of 79 shares — an estimated $7.88K sold.

Principal Securities first reported a position in VTEC in Q3 2025 and held it in 1 quarter. The position peaked at $7.88K in Q3 2025. 146 funds tracked by Wall St. Rank hold VTEC as of Q4 2025.

  • Principal Securities reported no remaining Vanguard California Tax-Exempt Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 79 Vanguard California Tax-Exempt Bond ETF shares in Q4 2025, an estimated $7.88K.
  • Principal Securities first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Vanguard California Tax-Exempt Bond ETF position peaked at $7.88K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.