Root Financial Partners’s Vanguard California Tax-Exempt Bond ETF VTEC Stock Holding History

Root Financial Partners’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	$3.18M	Sell	31,614 -4,299	-12%	-$429K	0.12%	52
2026 Q1	$3.56M	Buy	35,913 +10,562	+42%	+$1.06M	0.16%	44
2025 Q4	$2.54M	Buy	25,351 +3,266	+15%	+$327K	0.13%	49
2025 Q3	$2.2M	Buy	22,085 +9,667	+78%	+$946K	0.14%	47
2025 Q2	$1.21M	Buy	12,418 +3,936	+46%	+$382K	0.12%	64
2025 Q1	$835K	Buy	8,482 +2,480	+41%	+$246K	0.09%	80
2024 Q4	$597K	Buy	6,002 +2	+0%	+$201	0.07%	101
2024 Q3	$608K	Buy	+6,000	New	+$603K	0.1%	80

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

Root Financial Partners's VTEC Position: Q2 2026 in Review

Root Financial Partners reduced its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 12% in Q2 2026, selling an estimated $429K and leaving 31,614 shares worth $3.18M. The position accounts for 0.12% of the portfolio, ranked #52.

Root Financial Partners first reported a position in VTEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.56M in Q1 2026. 212 funds tracked by Wall St. Rank hold VTEC as of Q2 2026.

Root Financial Partners held 31,614 shares of Vanguard California Tax-Exempt Bond ETF worth $3.18M as of Q2 2026.
Root Financial Partners sold 4,299 Vanguard California Tax-Exempt Bond ETF shares in Q2 2026, an estimated $429K.
Vanguard California Tax-Exempt Bond ETF made up 0.12% of Root Financial Partners's portfolio in Q2 2026, its #52 holding.
Root Financial Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 8 quarters since.
Root Financial Partners's Vanguard California Tax-Exempt Bond ETF position peaked at $3.56M in Q1 2026.
212 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.