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

Roberts Wealth 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	$563K	Buy	5,597 +1,483	+36%	+$148K	0.13%	80
2026 Q1	$408K	Buy	4,114 +2,061	+100%	+$207K	0.1%	89
2025 Q4	$206K	Hold	2,053	–	–	0.05%	98
2025 Q3	$205K	Buy	+2,053	New	+$201K	0.05%	96
2025 Q2	–	Sell	-2,090	Closed	-$206K	–	100
2025 Q1	$206K	Buy	+2,090	New	+$208K	0.06%	98

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

Roberts Wealth Advisors's VTEC Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 36% in Q2 2026, buying an estimated $148K and bringing the position to 5,597 shares worth $563K. The position accounts for 0.13% of the portfolio, ranked #80.

Roberts Wealth Advisors first reported a position in VTEC in Q1 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Roberts Wealth Advisors held 5,597 shares of Vanguard California Tax-Exempt Bond ETF worth $563K as of Q2 2026.
Roberts Wealth Advisors bought 1,483 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $148K.
Vanguard California Tax-Exempt Bond ETF made up 0.13% of Roberts Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Roberts Wealth Advisors first reported a position in Vanguard California Tax-Exempt Bond ETF in Q1 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.