Root Financial Partners
VTEC icon

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
Q3 		$4.49M Buy
47,591
+15,977
+51% +$1.57M 0.15% 53
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

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Root Financial Partners's VTEC Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard California Tax-Exempt Bond ETF (VTEC) stake by 51% in Q3 2026, buying an estimated $1.57M and bringing the position to 47,591 shares worth $4.49M. The position accounts for 0.15% of the portfolio, ranked #53.

Root Financial Partners first reported a position in VTEC in Q3 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold VTEC as of Q3 2026.

  • Root Financial Partners held 47,591 shares of Vanguard California Tax-Exempt Bond ETF worth $4.49M as of Q3 2026.
  • Root Financial Partners bought 15,977 Vanguard California Tax-Exempt Bond ETF shares in Q3 2026, an estimated $1.57M.
  • Vanguard California Tax-Exempt Bond ETF made up 0.15% of Root Financial Partners's portfolio in Q3 2026, its #53 holding.
  • Root Financial Partners first reported a position in Vanguard California Tax-Exempt Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • 98 funds tracked by Wall St. Rank held Vanguard California Tax-Exempt Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.