Retirement Planning Group (Kansas)’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Retirement Planning Group (Kansas)’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	$405K	Sell	4,022 -2,856	-42%	-$285K	0.01%	370
2026 Q1	$681K	Buy	6,878 +801	+13%	+$80.6K	0.02%	247
2025 Q4	$609K	Buy	6,077 +12	+0.2%	+$1.2K	0.02%	243
2025 Q3	$605K	Sell	6,065 -561	-8%	-$54.9K	0.02%	243
2025 Q2	$647K	Sell	6,626 -2,800	-30%	-$272K	0.03%	191
2025 Q1	$927K	Buy	+9,426	New	+$936K	0.04%	140

Other funds holding VTEC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VTEC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 42% in Q2 2026, selling an estimated $285K and leaving 4,022 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #370.

Retirement Planning Group (Kansas) first reported a position in VTEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $927K in Q1 2025. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Retirement Planning Group (Kansas) held 4,022 shares of Vanguard California Tax-Exempt Bond ETF worth $405K as of Q2 2026.
Retirement Planning Group (Kansas) sold 2,856 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $285K.
Vanguard California Tax-Exempt Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #370 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 6 quarters since.
Retirement Planning Group (Kansas)'s Vanguard California Tax-Exempt Bond ETF position peaked at $927K in Q1 2025.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.